🔀 Faster upload and fewer clicks: you can now link documents to jobs at time of upload
đź”— Select an existing job(s) to link the document(s) to, or create a new one
âś… Add file description to provide more context for your team and clients
ℹ️ Context: when you open a job, you will see all related elements of the work being done on it (documents, organizers, messages, invoices, time entries, etc)
🤖 Automation: By linking documents to jobs, you can utilize automation and dependency
đź’ˇ For example, when you request an e-signature, the job can automatically move to the next stage of your workflow and trigger future automations (emails, tasks, etc) when the e-signature is complete. The same functionality works for document approvals, as well