Product Improvement: Attach Documents to Work Order Discrepancies

Product Improvement, by popular request:  Attach Documents to Work Order Discrepancies

A number of customers thought it might be helpful to upload external documents to individual Discrepancies in the Work Orders, to keep things in order, and we agreed.

What kind of documents? 

You can upload whatever you need to accompany the record.

What formats are accepted?

*.jpg, *.jpeg, *.png  and *.pdf ONLY.   (No Word or Excel docs at this time).
Max file size: 4MB

Here’s how to upload:

1. View/Open the Profile you want to add the documents to:

2. Click on View to open an existing Discrepancy, OR click the +Add button to make a NEW Discrepancy line:

3. Click the +Add Document button:

4. Click the Choose File button, and select the File you want.  Add a Name and a Date to the file, and click the Upload button:

You can also DELETE a Document if no longer needed.

Click on the file you want to delete:

Click the Delete button:

Choose Yes.  This is permanent.  Select Cancel if you’ve changed your mind:

Give it a try and let us know what you think.  Your feedback is appreciated!

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.

Firefox: AD and other PDF File Viewing

If you use Firefox as your browser, you may experience some issues viewing ADs and other PDF files.

Firefox, by default, automatically downloads any PDF files it encounters, and does not display them on the screen.

The good news is that there is a solution!

Depending on the version of your Firefox, you can either change the settings so it will display PDFs on screen, or you can activate an Add-on.  Either way should help with viewing ADs and other PDF files.

Here’s one way to change the settings:

Open Firefox.  In the menu bar, click Firefox, click Preferences.  This will open the Settings page.

In the Search box, type “pdf“.

It will display a list that you may have to scroll through.

Locate Portable Document Format (PDF), and click the drop down on the right side.

Select Open in Firefox.

You’re all set.  It should now display all PDFs on-screen.

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Have more questions? Need help? Contact Us

Monday thru Thursday: Open from 9:00 AM – 5:00 PM

Friday, Saturday, Sunday & IA Seminars:  The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.