Documents
The Documents page displays documents related to service calls and client work orders.
Search for a Document
- In the Documents table, search for a document using any of the following fields:
- File Name: Document name/ title
- Subject/Description: More detail about the document
- Client: Company/customer
- File Type: Type of uploaded file
- File Size: Size of electronic file
- Uploaded By: Name of the person who uploaded the document
- Date Uploaded: Date on which the file was uploaded to the system
- Modified By: Name of the last person who modified the document
- Date Modified: Date on which the file was last modified
- Once you have entered data, select the Search button to look for a document in the system.
- Select the Clear button to delete your data.
Add a New Document
- In the Documents table, select the New button. This displays a pop up window.
- In the File Name field, select Choose File and attach the required file.
- In the Client field, enter a keyword and select Search or select Clear to delete your data.
- In the Subject/Description field, enter a detailed description for the document that is being uploading.
- Select the Update button to upload the document or the Cancel button to delete your data.
