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This guide is being written. The topics below show what it will cover.

Planned topics

  • Use job-level Notes for information applying to the whole job.
  • Upload, view, download, and remove files using supported controls.
  • Distinguish internal job Files/Images from mount or service Images displayed in the client portal.
  • Explain when to keep a file on the client, the job, or an individual mount or service.
  • Link to invoice notes and client upload instructions rather than treating all notes as the same.