Attach a document to a Job

Epicor ERP 10
1

Hello guys. I would like to attach a document to a job, but It is not allowed.
Do you know if it is possible?
I want to avoid to configure an inspection to do it. I just would like to drag and drop the PDF into the job entry but it is not possible.
I also revised into Job Close, and Time and Expense Entry.
Thank you for your comments.

2

It’s possible. Just right click the Job and click the attach file button.

Annotation%202019-11-20%20150151

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3

You also can just drag a file onto the job number and it will attach it. Shows up like this when you attach.

Annotation%202019-11-20%20150738

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4

Thank you very much Chadd. I was trying to drag and drop but it was not accepted. But with the right click the Add new Attachment link appears.

Thank you.

Best Regards!

5

You probably run epicor application as administrator. Drag-n-drop does not work in that case.

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6

You have to drag it onto the job number. Just dragging it into the tree doesn’t work.

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7

Thank you Olga.
It is working now with Enable file System and a local folder. I’ll try with DocStar.

Thank you.

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9

@ggrimaldo - We use DocStar with attachments on the job. Works fine - no issues.