Adding Attachments

PayLab enables you to add attachments to your contracts, claims and certifications, and line items.

OVERVIEW

Projects may require you to add supporting information to them, particularly around Variations, or to help your team understand the background of a project. PayLab also enables you to collect all information about a project in one place, especially useful if it's a long running project.

HOW TO USE IT

You can upload documents to Contracts, Claims, Certifications, and any associated line items. The process for adding a document to any of these categories is the same; you can either drag and drop files or browse through your device to select them.

Contracts

To add documents to your contract, navigate to the specific contract page and scroll down to the bottom and find the Contract Documents section. Simply click on Add Documents and you can begin adding files.

241218 - Adding Attachments - Contracts

Claims/Certifications

You can upload documents to your claims and certifications during the review stage, once you have completed the drafting process. In the Summary section, look for the Additional Documents area. To upload your files, simply click on the pencil icon located in the top right corner.

Here we recommend added documents that are specific to the claim or certifications such as evidence of delivery, handover documents, or variation documents.

Documents attached to Claims/Certification can be viewed and downloaded by external members!

Line Items - Base Contract, Variations, and Materials

Each line item you create allows for the attachment of relevant documents. You can do this either during the initial setup of the line items or at a later stage while editing them. The example below will detail how it is done on a base contract line item however the same method applies to variations and materials.

On the Base Contract line item setup screen, press the pencil on the line item you want to attach documents to under the Action column.  

You will then see the Attachments section located in the bottom left corner, where you can upload relevant documents for the line item, such as quotes and related emails.

241218 - Adding Attachments - Line Items

 

Documents attached to line items can be viewed and downloaded by external members!

In our Creating New Projects series, go to the next article - Making A Claim

Or go to the previous Creating New Projects article - Adding Variations