Attachments

You can attach any document to a job, and use BoxTop as a online filing cabinet. When inside a job click on the attach icon and add the documents as explained below. This can then show on BoxTrax for the customer if required.

Attaching

• Click on Explore and this will open a folder for the job, copy any PDF, Docs and Emails into this folder.
• Then click on Refresh and this will show in the available Job Documents window
• The button will now show a light red around the edge to show you have attachments.

Emailing

• from the same window you can now email these documents to a customer
• Use the "To" or leave empty and when you click SEND you will be taken to Outlook to select email address from your very own address book
• Complete the Subject and Message if required and this to will transfer to the outlook page
• You can store Subjects and Messages by double clicking on the subject box and adding to the combo listing

BoxTrax

• Any of these documents can be published to BoxTrax
• Highlight the document in the Available Job Documents window and then click "Publish"
• This will then show in the bottom area and you can change the title and some other info like PO Number