Attach a file or photo to a customer or record

Upload photos and documents to a customer, work order, project, task, service asset or portfolio from its Files tab, then find, download, pin, mark up, move or remove them.

Open the customer or record, then press its Files tab. For example, in the sidebar open Operations, then Work Orders, open the work order, and press Files; the page address ends in /files. The quickest way in is Actions, then Upload file, which opens the tab and your device's file picker straight away.

Before you start

Your role needs permission to see files on that kind of record, and to upload them. Downloading, sharing and deleting each have their own permission; a control you lack is greyed out, and pointing at it says why.

Steps

1. Press Upload, pick one or more files, and confirm. You can also drag files from your computer onto the list. On an empty tab, drop them on Drag files here or click to upload, or press Choose files.
2. Wait for each file to finish. Photos and videos show a progress state while Nova prepares them.
3. When folders are on, the files go into the folder you have open; the drop area names it.

What you see

• Press a file to preview it. Switch between list and grid with the layout buttons.
• Press the Files title to switch between All files, Unfiled, Pinned, Shared (files shared outside your team) and Trash.
• Type in Search files, or filter by type with All file types and by tag with Filter by tag.
• Each file's menu offers, depending on the file and your role:
  • Download (Download xlarge for a photo) and Download original.
  • Mark up to draw on a photo; Upload original or Replace original for a full-size copy.
  • Pin or Unpin, and Edit details to rename it or add a description.
  • Share / manage link to share it with a customer (Share a note or file with a customer).
  • Add to... to put the same file on another record, and View usage to see where it is used.
  • Make agreement to send a PDF for signature.
  • Remove takes it off this record only; if nothing else uses it, it goes to the trash. Delete everywhere removes it from every record at once.
• Tick several files to move or remove them together.

If something looks different

• File upload limit reached. Delete files or increase the organization limit before uploading more.: your organization's storage allowance is used up. An admin can raise it.
• Uploads are disabled in related record view.: on a customer's page you are looking at files from their work orders and projects. Upload on that record instead.
• Remove is greyed out on a picture: it is the record's own photo or part of a catalog gallery. Change it there.
• When folders are on, a folder panel sits beside the files (Turn folders on or off for one customer or record).
• Every file in the organization, from every record, is also in the Media Center (Find a file in the Media Center).