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How do I attach files to a change order, and which file formats can I use?

Click Attachments at the top right of the change order and upload the files. All formats can be uploaded, but only PDF files are merged into the PDF export.

You attach files with the Attachments button at the top of the change order. You can upload any file format, but only PDF files are merged in when you export the change order as a PDF.

How to do it

  1. Open the change order in Change Order Subcontractor or Change Order Client.

  2. Click Attachments at the top right and use Upload to add the files.

  3. Save the change order.

  4. The files appear on the details page for the change order, where you can preview them.

An open change order in AIMZ with the attachments panel open. 1 points to the Attachments button at the top right, 2 to the Upload button in the attachments panel, and 3 to the Save button.

Good to know

  • You can upload, for example, email files, Excel and Word. They are stored in AIMZ, but are not included in the merged PDF.

  • In a PDF export, the PDF attachments are merged with the cover page into one document.

  • If something should be included in the export to the client, save it as a PDF first. Other files you send as separate attachments in the email.

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