Add Media Records

Modified on Fri, 23 Sep, 2022 at 11:29 AM

The best way to add a Media record is through the Job or Project it is related to, as the Project details will be completed automatically, saving you time. It is only possible to add new Media records to Projects with a Status of Completed or Sent To Accounts if the Media has been set to either 'No Charge' or 'Client Supplied'.

To create a new Media record:

  1. Open the Project or Job you want to add a Media record to
  2. On a Project, open the Entities+ > Media tab
    Or on a Job open the Media tab
  3. Click the Add button
  4. The New Media Record page will open
  5. Complete the required fields
  6. Click Save

Please Note: Additional Media Formats and Stock Types can be added in Combo Box Options

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