Attach Multiple Files at Once on Work Orders, Trips, Invoices, and Proposals

Overview

The upload modal takes a whole batch. Drag files in or browse and multi-select, set your sharing once, and every file lands as its own attachment. Work Orders, Trips, invoices, and Proposals all take a batch the same way.

How to find it

Open a Work Order and go to the Attachments pane. Click + Add Document, choose Photo or Document, and hit Next. The upload modal opens with a drag area and a Browse Files button. Drop your files in, set sharing, and click Upload.

What you can do

• Drag and drop a batch. Drop several photos and documents straight onto the modal in one pass.
• Multi-select from device. Browse Files opens your device picker and takes more than one file at a time.
• Set sharing once. Toggle client and vendor visibility for the whole batch, and add one optional description, before you upload.
• Each file stands alone. On upload, every file saves as its own attachment under Photos & Documents.

Upload to a Trip

1. Open the Trip inside the Work Order and go to its Attachments pane.
2. Click + Add Document, choose Photo or Other, and hit Next. The modal opens titled with the work order and trip number, so there is no guessing where files will land.
3. Drag your files in or browse and multi-select, then click Upload. Each file saves to that Trip as its own attachment.

Good to know

• Works anywhere the right-panel upload appears: Work Orders, Trips, invoices, and Proposals.
• Each file becomes its own attachment, so you can manage or remove them individually.
• After upload, the pane filters to Photos & Documents so you see exactly what landed.
• Sharing toggles and the optional description work exactly the same on Trips and financials as on the Work Order.

Need help?

Reach out to your Customer Success Manager or contact support@utilizecore.com.