Jobs: Documents - Web
Table of Contents
The Job Documents tab is where you can upload important information that all workers on the job can access directly in the DSPTCH mobile app.
Creating a New Document
To create a new document, navigate to the Job Documents tab (Jobs > Job Card > Documents), and click the "+ New Document" button. See video below for illustration.
There are a few options when creating a document:
Type (required):
Use the dropdown list to identify which type of file you are uploading.
These options should cover all file types you would need to upload are the options:
- Certifications
- Checklist
- Map
- Msa
- Parts instructions
- Photo
- Po
- Resume
- Wo
- Other
Name (Require):
Write in a name for your Document.
This name will display to all workers on the job, so ensure that it makes the file easy to identify.
Description (Optional):
Add a textual description of the Document.
File Upload (Required):
Click the "Choose File" button and select the Document to upload from your saved files.
Privacy Toggle (Optional):
Toggle "Only visible to admins and managers for Your Company" on for the Document to only be viewable by Users with Admin or Manager permissions within your Company. In other words, Technicians and Field Leads will not be able to view this Document.
Viewing Documents on DSPTCH Web
To view a document on DSPTCH web, navigate to the Job Documents tab (Jobs > Job Card > Documents), inspect the list. Click on any document to open it for a closer look. See video below for illustration.
After completing the steps to create a document, the file can be viewed directly in the web app by clicking on its name.
Viewing Documents on DSPTCH Mobile
Workers on the job can quickly access uploaded documents within a few clicks on the DSPTCH mobile app.
To view documents, navigate to the "Jobs" tab from the dashboard, open an active job, and access the "Files" tab on the Job Card, and select a Document. See video below for illustration.
