Pinning job documents
Learn how to pin important documents so they stay at the top of your list for quick and easy access in both the mobile app and the desktop web app.
Prerequisites:
- Only a Business Admin or Manager can pin or unpin documents.
- Go to the Job Docs dashboard.
- Select the document you want to pin.
- On the right side, click the blue Actions button.
- Click Pin from the menu.
- The document will now display a pin icon in the list.
It will also appear at the top of Job Docs dashboard for quick access.
- Go to the Job Docs dashboard.
- Select the document you want to pin.
- Tap the blue Actions button at the bottom.
- Tap Pin this document.
- When the confirmation prompt appears, tap Yes.
- The document will now display a pin icon in the list.
It will also appear at the top of Job Docs dashboard for quick access.
⚠️ Note
- Pinning is best used for files you reference often, such as contracts, safety guidelines, or project specifications.
JD-006