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How do I create a Job?

There are several ways that you can get started creating a new job, depending on which page you are on and your personal preference.

  • Create a job manually from the Jobs page starting with the job details.
  • Create a job using Suggested jobs on the Jobs page starting with pre-selected documents that use the same address.
  • Create a job from the Documents page starting with an existing document.

Follow the simple steps below for your preferred method to create a Job.

Create a job manually from the Jobs page

1. On the Dashboard, click on the Work tab then Jobs.

jobs_menu_selection.png

2. Click on the green Create job button on the right.

create_job_-_from_jobs_screen.png

3. Complete all required Job details then click Save job details.

save_job_details.png

Create a job using Suggested jobs on the Jobs page

Jobs are suggested based on the address used in documents, and any recent documents containing that address will automatically be added to a suggested job.

1. On the Dashboard, click on the Work tab then Jobs.

jobs_menu_selection.png

2. Check the Suggested jobs section to see if there are any suggested jobs available. If so, click on the desired job to review it and make any changes.

suggested_jobs.png

3. If you have made any changes that you would like to save, click Save job details.

save_job_details.png

Create a job from the Documents page

1. View the relevant document in the Documents screen, and then in the panel on the right, under the Job section click Create.

create__job_-_from_documents_screen.png

2. Complete all required Job details then click Save job details.

save_job_details.png

3. The job details will now be shown in the Jobs section in the panel on the right.

jobs_details_in_doc_screen.png

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