Files Library

The files library is the archive of client-uploaded documents that are either regularly used across the system or are documents that require merge fields to populate data.

The index is within the admin settings page. When a document is uploaded there are options to categorise the availability of the documents by both Categories and Programmes.

Throughout Job Ready, to access the files library, you will have to go to the attachments tab within each applicable section and select files library.

When the available documents are displayed, pressing the 'eye button' will download the attachment onto your device so that it can be filled out and/or sent to the relevant parties.

Merge fields can be applied to documents uploaded in the files library.

If there are any forms or documents that require merge fields added or would like to enquire about the merge fields further please contact Job Ready Support to proceed with the implementation process.

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