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Manage job documents

Upload a private file, connect it to the right job, and find it again by folder, category, or tag.

Open job documents in FL Permit PayDocuments page

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.

The FL Permit Pay Documents page, showing the folder list, a grid of stored files, and the Manage folders and Upload document controls in the header.
  1. Step 1. Upload documentOpens the upload area with the file, category, related-job and tag fields.
  2. Step 2. Manage foldersCreate and rename folders of your own alongside the built-in categories.
  3. Step 3. All documentsThe folder list. All documents shows everything; the categories under it narrow to one kind of file.
  1. Marker 1 on the screenshot

    Open the upload area

    Select Upload document in the Documents header. The control is Upload document, not Upload.

    Done whenThe file, category, related-job and tag fields appear.

  2. Not on this screen

    File it where the next person will look

    In the Upload document panel, pick the category that matches the file (Job files, Company record, Owner/HOA authorization, Insurance / bond, Signed contract / scope) and attach the related job when it belongs to specific work.

    Done whenThe document appears under the category and job you chose.

  3. Marker 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 files, narrow to one kind of paperwork.

    Done whenThe file grid shows only the documents in the folder you selected.

  4. Marker 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.

    Done whenThe 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.

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.