Articles from the Customer Success Team

Uploading PDF files

Last updated on April 23, 2026

Learn how to upload PDF documents to the Job Docs section using both the Web App and Mobile App.

Pre-requisite

  • Make sure you have permission to upload PDFs. If you don’t see the “Upload PDF” option, contact your admin.
  1. Go to the Job Docs dashboard
  2. Click the blue Actions button in the top right corner.
  3. Select Upload PDFs.
  4. On the upload screen:
    • Click Select from your computer to browse and choose a file, or
    • Drag and drop PDF files into the upload area.
  5. Click Next.
  6. On the next screen (mandatory steps):
    • Enter a Document Name.
    • Select the Job where the document should be uploaded.
      Use the search bar to find it quickly.
  7. Click Next again.
  8. In this step, you can optionally add organizational details, such as:
    • Add a Tag to help filter or organize the document.
    • Add a Comment if needed.
      Use @name to mention someone (the mentioned person receives a notification).
  9. Click Upload to complete.
  1. From the Job Docs dashboard, tap the blue Actions button at the bottom.
  2. Select Upload PDFs.
  3. Choose the PDF file you want to upload from your device.
  4. Tap Next.
  5. Enter a Document Name.
  6. Select the Job you want to upload the PDF to.
    You can scroll through the list or use the search bar.
  7. Tap Next again. In this step, you can optionally add organizational details, such as:
    • Add a Tag to help filter or organize the document.
    • Add a Comment if needed.
      Use @name to mention someone (the mentioned person receives a notification).
  8. Tap Upload to complete the process.

⚠️ Notes

  • Tags and comments are optional but helpful for organizing and collaborating on documents.
  • Drag-and-drop upload is only supported on the Web App.
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