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
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