In this article, you will learn how to attach files and images to jobs using the Workiz web app on desktop. 

Workiz allows you to upload files and images to jobs, estimates, and invoices that you can send to your clients as standalone files or as part of an estimate or invoice. Workiz only supports PDF, JPEG, or PNG files. If you have text-based documents created on Microsoft Word or a similar word processor, you will need to convert them into PDF documents in order to upload them in Workiz. 

Uploading attachments in Workiz

Uploading attachments on jobs

1. Open the job you want to attach files to
2. Select the Files tab and select Upload
   
   
3. Choose the files you want to upload

Uploading attachments on estimates and invoices

1. Open the estimate or invoice you want to attach files to
2. Scroll down to Attachments and select Upload
   
   
3. Choose the files you want to upload

After uploading your file, you can select it to make changes to the filename and file description.

Sending files to clients

Once you upload a file to a job, those files will be available to be attached to all job-connected estimates and invoices. You can send the files to a client as standalone files or as part of an estimate or invoice.

Sending standalone files

1. Next to the file you want to send, select the dots icon ( ) > Send
   
   
2. Send the file via email:
   
   1. Email
   2. Subject
   3. Message
   4. Select Send

Your client will receive an email with the attached file.

Sending attachments with estimates and invoices

1. Open the estimate or invoice you want to send
2. Scroll down to the Attachments section and ensure the boxes are checked for all of the files you want to send
   
3. Send your estimate or invoice

Your client will receive a link to the client portal, where they can view the estimate or invoice with the attachment.