Where you can add Attachments
Attachments can be added throughout SpyderFlow
Look for attachment tab to +Add Attachments on:
- Requests
- Scope
- Quote
- Work Order
- Purchase Order
- Property
- Asset
- Contractor
- Client
How to Add an Attachment
Add attachment through Attachments tab or through Item –> Add attachment
- Click the + button –> bottom right of screen Add attachment –> Take a new photos, Choose a photo, Select a file
- Take a photo –. Add Title and attachment type –> Save
- Attachment is created
Attachment Details
Click and hold to choose More Options –> Details
- Details – the ability to see details of files and photos
- Created is date and time format
- Attachment Categories: Photos and Documents
Viewed by
- When add your attachment choose if you want only internal users or also external users of SpyderFlow to view
- Option is available to select and choose Can be Viewed by External Users?
Check with your business process if this option is for your SpyderFlow.
Example: Quote Attachments added to Quote and to Item
