video1.0<iframe src="https://www.loom.com/embed/375ad996e9bd4abc9000017dfbd2f488" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/375ad996e9bd4abc9000017dfbd2f488-f4b5640c0350f2b5.gif123.477This Loom explains how to use the paperclip icon inside a visit screen to access on-site documentation. It lets you view items like previous visits, visit reports, field biologist reports, site plans, and site-specific caches, plus documents added via an upward arrow. When opening a record, a yellow eye lets you view the image or PDF and then share or email it for customer signing. It also shows how to switch between client attachments and schedule attachments for the specific job, and mentions you can create a floor plan from the paperclip.