The Docs tab provides many options for working with documents. And there are multiple ways to access this screen:

1. Main jobs tabs, pull up list of jobs, select one, and click on the InfoPanel Docs button
2. Main jobs tabs, pull up list of jobs, select one and right click to select documents
3. Open job file and click on the documents tab

 The most common thing you will use is to: 

Add documents Click on add. Select department. Which requirement does the doc meet? Give the document any name you like. Select the source of the document. Give it a security level or use the default setting of Level 2 Click next to save.  The mobile app uses the same conditions.

Next comes Open, Delete, and Refresh and they do exactly what the button says. When you click on the Email/Fax button the email/journal screen opens where you have many options when sending an attachment.    

Let's say you have a couple of jobs that are big and will last a while to complete. You can Pin them so they are easy to get to. These are the two places where you can find pinned jobs.  Next, you can create a PDF of the document or