Manage Attachments

You can remove existing images from a job.

Note: You cannot delete attachments that were already sent to the insurance company. Sent attachments are labeled as such.

1. On the Job Overview page, click the Attachments card.

   

2. On the Attachments page, click Select and click the attachments you want to remove.
   • You can also click Select All to delete all attachments.

   Tip: Click the arrows to scroll left or right to locate other images.
   

3. Click Delete Attachment.

   Note: If you have a smaller screen resolutions, the Delete Attachment option may not appear. Click at the top of the page, and then click Delete Attachment.

   

4. Click Delete at the prompt.

   

You can add descriptions to images you add on the Attachments page as long as they have not already been sent to the insurance company.

1. On the Job Overview page, click Attachments. The Attachments page appears.

2. Click the image you want to add a description to, and then type the description in the Description field.
3. Click Done.
   
4. When you're finished, click Job Overview to return to the Job Overview page.

You can save (download) attachments saved to Mitchell Connect to your own computer.

1. On the Job Overview page, click the Attachments card.
2. On the Attachments page, click the attachment you want to save.

   Tip: To save multiple attachments to your computer, click Select, and then click the check box above the attachments you want to save. To save all attachments to your computer, click Select, and then click Select All.

3. Click Download.
4. Follow your browser prompts to save the attachment.
5. Click Done, and then click Job Overview to return to the Job Overview page.

You can now download multiple attachments at once from Mitchell Connect directly to your computer.

1. On the Job Overview page, click the Attachments card.
2. On the Attachments page, click Select.
3. Select the attachments you want to download.

   Tip: You can also click Select All to download all images.

4. Click Download.

   

5. Check your browser for the downloads (browsers may vary).
6. Click Done when complete.

If you have multiple estimates on the same job, you can assign or re-assign which estimate the image is associated with.

Note: This feature is only available for jobs with multiple estimates and is not available to all users.

1. On the Job Overview page, click anywhere on the Attachments card.
2. Click the attachment you want to change.
3. Select the estimate you want to associate with the attachment. Select No Association if you don't want it associated with any estimate at this time.

   

4. Click Done

When an insurance company associates an attachment in WorkCenter to a task, you can view those attachments in the Attachment Gallery for that job. Attachments sent from the insurance company appear with a shield icon so you can tell them apart from attachments you uploaded yourself. You can also save these images to your own computer if you need to print or use the image in other applications.

You can save (download) attachments saved to Mitchell Connect to your own computer.

1. On the Job Overview page, click the Attachments card.
2. On the Attachments page, click the attachment you want to save.

   Tip: To save multiple attachments to your computer, click Select, and then click the check box above the attachments you want to save. To save all attachments to your computer, click Select, and then click Select All.

3. Click Download.
4. Follow your browser prompts to save the attachment.
5. Click Done, and then click Job Overview to return to the Job Overview page.

Tip: The Notifications feature and Activity log inform you of any attachments associated to a task.

You can customize the header on individual jobs with an image from the image gallery. This feature allows you to visually identify your jobs at a glance.

1. On the Job Overview page, click the Attachment card.
2. On the Image Gallery, click the image you want as a cover image for the job.
3. Click Mark as Cover Image.

   

   Note: If you have a smaller screen resolutions, the Mark as Cover Image option may not appear. Click at the top of the page, and then click Mark as Cover Image.

4. Click Done.

You can preview up to five pages of any PDF you uploaded to the attachments gallery.

1. Upload a PDF to the Attachments Gallery.
2. Click the Attachments card.
3. On the Attachments page, click the PDF you want to preview. The attachments preview appears.
4. Use the scroll bar to view up to five pages of the attachment.
5. Click Done or Attachments, and then click Job Overview to return to the Job Overview page.