Attachments can be added throughout SpyderFlow. These can be documents, photos etc.

Can be added to by navigating to the Attachment Tab and selecting +ADD in:

• Service Requests
• Purchase and Work Orders
• Scopes
• Quotes
• Schedules
• Invoices
• Assets
• Properties
• Contacts

After +ADD then fill in details of the attachment including:

• Choose Type of attachment from drop down options set up for your company
• Title – Type the Title (Name) of the attachment
• Status – Starts as Created. Can then set to Review Required (if others need to Review) or Approved if no review is required.
• Reference – Select from your company drop down of options
• Can be Viewed by External Users? – Select if need Clients, Contractors to also be able to view the attachment

Upload files

• +CHOOSE – Find your file, picture and select it
• UPLOAD – Upload the file, picture and upload
• Alternatively can drag and drop files into area as instructed under these options
• SAVE – When complete