Upload Documents to a Work Order

With the Document Upload feature, you can attach a document, such as a diagram directly to a work order record. To upload documents to a work order, follow these steps:

1. Open the work order to be edited in Work Order Edit.

2. Click the Document Upload button . The Document Manager screen opens.

3. Since this is a new document and not a Web link, click the New Document button.

4. In the Description field, type in a description of the document (for example, Carrier Wiring Diagram).

5. In the Status field, select Active.

6. Next to the File field, click the Browse button. The Choose File screen opens.

7. Navigate to the document to be uploaded and click Open.

8. Click OK. The new document is added to the Document Manager.

9. Close the Document Manager.