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A job’s Documents tab is a separate place for uploaded files — contracts, authorizations, correspondence — distinct from photos and forms. Organize files into folders, upload from your device, or on mobile use the built-in document scanner to turn a physical paper into a clean PDF right from the camera.
  • Create folders to keep documents organized, and move files between them at any time.
  • Rename or delete a document, and optionally post it to the job’s activity feed with a caption so the team notices it.
  • While offline, a scanned or uploaded document shows a pending state and uploads automatically once you’re back online.
You can mark any document Sensitive when you upload it, which restricts who can even see it to Project Leads and Admins. Use this for anything a Technician or External User on the job shouldn’t have access to — it’s easy to miss this option, so it’s worth checking deliberately for anything confidential.