Commenting on Jobs: Attachments and Links

A quick guide on how to attach files or link to documents in job comments

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The Job Comments feature is a powerful tool for enhancing collaboration and communication within your team. This feature allows team members to engage in real-time discussions related to specific jobs, facilitating seamless communication and information sharing.
 
There are three comprehensive guides to help you make the most of this feature:
Part 1: The Basics
Part 2: Mentioning Team Members & Notifications (this guide)
Part 3: Attachments & Links

File Attachments

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Share images and PDF documents within the chat, making it easy to collaborate and provide additional context.
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Attach a PDF Document

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You can attach any PDF document from your phone
1️⃣ Click on the “Attach” icon next to the text input box
 
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2️⃣ To attach a PDF Document, click on “PDF” in the attachment options list
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3️⃣ Select the PDF document that would like to attach
 
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4️⃣ You can include a message with the attachment or mention a team member. When finished, hit “Send” to post the message
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The attached PDF document can be viewed or further shared within the app
1️⃣ Tap on the “PDF” card to open the attachment
 
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2️⃣ Click on the “Share” button to send the PDF to others (e.g. Clients) via email, WhatsApp, etc.
 
 
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Attach an Image

1️⃣ Tap on the “Attachment” icon
 
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2️⃣ Choose "Image(s)" from the options
 
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3️⃣ Select the image you want to attach and click on "Add"
 
 
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OR
3️⃣ Select multiple images to attach and then click on "Add"
 
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4️⃣ You can add a comment in the text input box or mention a team member, and then hit “Send”
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This is what the single image (top message) and multiple images (second message) will look like when sent
 
 

Linking to Template Documents

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Connect comments directly to relevant Template Documents for the job, streamlining your workflow
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1️⃣ Tap on the “Attachment” icon
 
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2️⃣ Choose "Template Document" from the options
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3️⃣ Scroll to navigate the Document you want to link and then click on it
 
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4️⃣ You can add a comment in the text input box or mention a team member, and then hit “Send”
 
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Team members can simply click on the linked document to instantly open it for editing or approval
 
 
The steps above not working?
Contact us at:
support@ew.energy