This document explains how attachments should be managed by ClickHome administration and supervisors so that the correct documentation is available to the suppliers in JobFile.

  1. Firstly, a ClickHome admin user (or ClickHome consultant) need to setup the document categories.
    Document categories determine whether documents are automatically sent to the suppliers when a document is uploaded.
    All task related documents are sent to JobFile regardless of their document categories.
    All contract (job) related documents follow the below rules;
    • if inConstructionShare = 2 or 3 is against a document category then any document with either of these categories will be sent to the supplier and it will be stored in JobFile.