Manage job documents
Upload a private file, connect it to the right job, and find it again by folder, category, or tag.
The signed contract, the owner authorization, the insurance certificate and the field proof all filed where the next person can find them, rather than in one estimator's phone.
Before you start
- A PDF or image
Use a supported file that is no larger than the limit shown in the upload area.
- The related job
Choose the job folder when the file belongs to specific work.
- Category and tags
Use details your team will recognize when searching later.
Follow the task on screen.
- Step 1. Upload documentOpens the upload area with the file, category, related-job and tag fields.
- Step 2. Manage foldersCreate and rename folders of your own alongside the built-in categories.
- Step 3. Job proofOne of the built-in categories. All documents above it clears the filter.
- 1Marker 1 on the screenshot
Open the upload area
Select Upload document in the Evidence library header. The control is Upload document, not Upload.
You know it worked when The file, category, related-job and tag fields appear.
- 2Not on this screen
File it where the next person will look
In the Upload document panel, pick the category that matches the file (Job proof, Company record, Owner/HOA authorization, Insurance / bond, Signed contract / scope) and attach the related job when it belongs to specific work.
You know it worked when The document appears under the category and job you chose.
- 3Marker 3 on the screenshot
Narrow the library to find it again
The folder list on the left filters the library. All documents shows everything; the categories below it, starting with Job proof, narrow to one kind of evidence.
You know it worked when The file grid shows only the documents in the folder you selected.
- 4Marker 2 on the screenshot
Add a folder of your own
Manage folders opens the folder controls, where you can create a folder your team names itself.
You know it worked when The new folder appears in the folder list and can be selected like any category.
You are finished when
The private file appears in the intended folder
The document shows its saved name, category, related job and size, and opens from its details view.
What still needs your review
- Files remain permission controlledA visible filename does not mean every user can preview, download, edit, or delete it.
- Preview support differs by file typeA saved document can be valid even when an in-browser preview is unavailable.
- Deletion has consequencesConfirm the record and downstream need before removing a private file.
If the screen looks different
The workspace can be in any of these states when you arrive. Find the one in front of you.
Confirm the document appears in the workspace before moving on.
Use the page's first-record action when no document exists yet.
Wait for the workspace to finish loading before selecting a record or action.
Use the retry shown on the page. Do not treat an error as an empty record set.
Reconnect before saving. Keep the page open so entered details are not mistaken for a saved record.
Read the availability note and verify any missing source details before acting on them.
Ask an organization owner for the capability named in this guide.
Review the access notice shown in FL Permit Pay before continuing.
Troubleshooting
Preview is unavailable.
Confirm the file type and your documents.view access; download only when your role and the page allow it.
The related job is not available.
Confirm the job exists and that your role can access it, or leave the file organization-wide when that is correct.