Throughout the life of the project or contract, from initial sales inquiries and marketing material, to maintenance letters and photos, there is a need to store, track and manage documentation in an easy to find, easy to use way.
Documents can include estate and developer brochures, technical documentation, photos, letters, contracts and quotes.
ClickHome can be used to store and manage all of this, or you can store the documents on another file share server and have ClickHome simply track those documents.
A common way for documents to be stored is simply against the contract. ClickHome can store the documents against different each of the different job types, or against the task, or even against the tender. The following screen shot shows the Silverlight application with documents against the Preconstruction Job, and also shown is the documents node for the File to Admin task.
- Click on the little document icon with the plus symbol.
- Enter a document title
- MyHome (Client) visible and
- JobFile (Supplier) visible usually comes from the document category, but can be overridden.
- Select the document category
- Browse for and select the file from your computer.
- Press OK.
ClickHome provides a list of standard document categories.
|ID||Name||Job File||MyHome||Field Device|
|24||PO Data Upload|
|29||House & Land Brochure|
|35||Supplier Insurance Certificate|
|36||Building Insurance Certificate||Y|
|44||Client Progress Photo||Y|
|46||Client Profile Photo|
|47||Contact Profile Photo|
It is possible to add new document categories (with id > 1000), and also to change the default settings for MyHome, JobFile and Field Device. There is no administrations screen for this, please raise a ticket with your required change.