View, Edit or Remove Attached Files from a Job

Who can use this?

Platform: Web        Plan: Pro | Plus        

To view and remove existing files from a Job in Tradify:

  1. Open the relevant Job record and navigate to the Notes section.
  2. Locate the note that contains the attached files.
  3. Click on the note to open the thumbnail view of the attached files.
  4. To remove a file, click on the X icon associated with that file.
    • This will permanently remove the file from the Job's attachments.
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