So you want to send a file to a vendor?
You can attach to upload files in the Workspace tab.
But first you'll need to get there.
Navigating to a workspace
Here are two ways to get to a workspace.
- To get to the workspace you can either click on Work up the top and then the pink workspace button.
- If you have a lot of properties on the go, click on Bids and then search for the address using the search box and then click on the address of the relevant property.
Attaching a file
Once you're in the workspace click on the pink Message button to open up the message box in the bottom right-hand corner.
The message box has a little paperclip in the corner of the message box it looks like this and turns pink when you hover over it:
Click on it to open up a file uploader.
You can then upload files from anywhere in your Explorer / Finder on your file system, just like you would attach files to an email normally.
The owner will also be sent a message to let them know that you've uploaded files to the Workspace.
Files, Upload, Send, Attach, Photos, Images, Reports, Documents