Attachments

Add, view, or delete attachments on work orders to provide detailed information such as manuals, drawings, and photos. Attachments are a section within various tabs, not a standalone tab.

Attachments link to work orders, procedures, or assets. Before adding or viewing an attachment, select one of the following to associate it

• Work orders Links the attachment to the work order level.
• Procedures Ties the attachment to a specific procedure.
• Assets Attaches the file to a specific asset.

The default List view displays information in a spreadsheet format, while Card view displays items as blocks. Resize, reorder, and sort the following columns in List view

• File name The name and extension of the file.
• Description A brief summary of the attachment.
• Date added The date the attachment was uploaded.
• Type Indicates if the attachment is a file or a link.
• Status Displays the current status (Active, Inactive, or Auto Print).

Add file

Upload files up to 50 MB from your device or camera. Ensure the file name does not exceed 255 characters.

1. In the Attachments section, click Add file.
2. Select My Device to choose a file, or Camera to capture a photo directly.
3. Click Add. The file appears in the list and the description matches the file name.

Add link

Link to an external URL to save space in Accruent TMS or to provide access to manufacturer websites.

1. In the Attachments section, click Add link.
2. In URL, enter the web address.
3. In Description, enter details about the link.
4. Click Add.

Update attachment and status

Update existing attachments to ensure information is current and to manage document availability.

1. In the Attachments section, select Update from the Actions menu.
2. In the Status dropdown, select one of the following
• Active The attachment is available for general use.
• Inactive The attachment is hidden from standard views.
• Auto Print (PDF only) Sets the document to print automatically with the work order.
3. Make any other necessary changes and click Update.

Manage existing attachments

• Open link Select Open in new tab from the Actions menu to view the link.
• Download Select Download from the Actions menu. PDFs and images open in a new tab; other file types download to your device.
• Delete Select Delete from the Actions menu and confirm the deletion.