Manage Docs

The manage docs button, is found on many forms in CenPoint such as jobs, quotes, and users. It allows you to view and upload images and documents stored in CenPoint in one organized location. This can range from viewing photos taken of the jobsite, uploading Job contracts, technician certificates, etc.   In this article, we will be looking at the manage docs on the Job, but this feature works exactly the same anywhere you see manage docs.

1.  Click “Manage Docs”.


2. Click “View Documents”

3. No documents have been uploaded to this Job yet, click “Add”.

4. You can either upload a document from your computer, or scan one in.

5. Give your documents a name.

6. Pick a category for your documents (this helps you organize your documents).

7. If your document contains sensitive data, you can check the box “Hide from Techs”

8.  To add the document(s), you can either…

a.  Click the Add button, and locate the document on your computer.

b. Drag the files into CenPoint.

9. Click okay to save.

10. We can now see a preview of the documents you have added.

11. Highlight a document, to view, email, or save it to your computer.

12. To highlight multiple documents, hold down the control key while selecting individual documents, or hold down the shift key while clicking a 2nd document, to highlight all documents in between (the same way you select documents in file Explorer).

13. When documents have been saved to a Job, Quote, etc. the manage docs button will display in red with the number of documents stored in parentheses.