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Add/View Attachments

To add attachments such as leases, blueprints, photos, etc. to a work order, select Add/View Attachments from the Tools menu.   Screen Shot

1. Click Add File.   An additional task form will pop up.   Screen Shot

2. Click Get Document.

3. Select the path and file name of the document to be attached to the order and click Open.

4. Include a brief file description.

5. When the correct file name has been added, click Add Record.

6. To review or edit a work order attachment, select Add/View Attachments from the Tools menu.  Double click the file name and an “edit” form will pop up.

a. To open the attachment, click the button labeled View/Edit Document.

b. Click Update to save any changes made to the attachment.