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The Attach Excel File to Job button allows you to attach an Excel file to the PlanSwift job and stores it under Attachments.

To attach an Excel file to a job:

  • Click on Attach Excel File to Job button on the Tools tab.
  • Navigate to the location where the Excel file is stored.
  • Click on the file to be attached.
  • Click on Open.

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The Excel file is stored in the Attachments window.

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The Open Excel File in Job button allows you to easily open an Excel file. To open an Excel file:

  • Click on the Open Excel File in Job button on the Tools tab.
  • Navigate to where the Excel file is.
  • Click on the Excel file to be opened.
  • Click on Open. Excel will open the selected file.

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