View a Document and Modify Document Attributes

Click the row for a document attached to a record to view/modify its attributes.

In the window that opens:

• Document: The name of the document.

• Location type: Indicates whether the document is a record link, library document, library link, or external link.

• Location: The location of the document, depended on its location type.

• Attached by: The user who attached the document to the record.

• Attach date: The date the document was attached to the record.

• View: Opens the document in a new window.

• Display Link on WO: Lists the record in the Documents section of the Work Order report with a View link to open the file, document, or external link.

• Append to Printed WO/PO: Appends the content of the document to the printed WO/PO report.

  This setting should only be selected for the following file types: Images, HTML, and PDF.

• Append to Emailed WO/PO: Appends the content of the document to the emailed WO/PO report.

1. Click the check box to the left of the document you want to view.

   A check mark appears, indicating the record has been selected.

2. Continue to select any additional documents you want to view.

3. Click View.

   The document opens in a new window. If more than one document was selected, multiple windows open.

4. Close the window when you are finished viewing the document.

You can change a record link (uploaded directly to the record) to a library link so that it is stored in the Documents module for use on other records:

1. Right-click on the record link document you want to change to a library link.

2. Select Open.
   The document Details page opens.

3. Under Location Type, select Library Link.

4. Click Save.
   The document is saved in the Documents module as a library link, and you return to the Documents page.