Create or Upload New Document

The Attach tab provides users with the ability to upload a file or dynamically create Library Documents and External Links while working on a record. All files created using the New Document window are linked to the record and displayed on the Attach tab in the Document sub-tab or section.

ClosedCreate New Document

  1. Click the Attach tab.

  2. Access the Documents section.

    This could be a sub-tab or a separate section of the page.

  3. Click New.

    The New Document window opens, providing options to create three new document types. The options are Upload (record link), Editor (library documents), and Link (external links). Refer to the Documents tab page for more information on each option.

ClosedUpload

  1. Select the repair center the document should be associated with from the Repair Center field in the upper-left corner of the window.

  2. Choose between two options:

    • Drag and drop files:

      1. Open a file directory adjacent to the Upload window.

      2. Drag desired files onto the white area below the Add button.

    • Use the Add button to select files from your computer:

      1. Click Add.

        An Upload dialog box opens.

      2. Locate and select the files to be uploaded.

      3. Upload the files.

        The files are shown on the Upload window, and the file directory closes.

  3. Click Close.

    The window closes. The files appear, attached to the record as a record link.

    You can change a record link to a library link so that it is stored in the Documents module for use on other records. Refer to View or Edit a Document to see how this works.

ClosedEditor

  1. Click the Editor tab.

    A Document ID is automatically populated. This value can be changed as desired.

  2. Select the repair center the document should be associated with from the Repair Center field in the upper-left corner of the window.

  3. Enter a document name in the Document Name field.

  4. Select a document type from the Document Type field.

  5. Select the Append to Printed WO/PO check box and/or the Append to Emailed WO/PO check box if you are creating a document for attachment in the Work Order or Purchase Order Module.

    These check boxes control whether the document will be attached to printed or emailed records, respectively. Only image and HTML files can be appended.

  6. Enter the desired content in the area provided, using the available editing tools as needed.

  7. Click Apply.

    The document is added to the individual record and the Document module.

ClosedLink

  1. Click the Link tab.

    A Document ID is automatically populated. This value can be changed as desired.

  2. Select the repair center the document should be associated with from the Repair Center field in the upper-left corner of the window.

  3. Enter a document name in the Document Name field.

  4. Select a document type from the Document Type field.

  5. Enter the URL for the document in the Document URL field.

    Be sure to use the proper http:// or https:// protocol when entering the URL.

  6. Click Apply.

    The link is added to the individual record and the Document module.

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