To be able to open and view an attached document, you will need to download the file. The software creates a .pdf file of the selected document. Once downloaded you may open the .pdf file for viewing.
To download a Work Order Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Work Orders tab. A list of all open Work Orders will be displayed. In the WO# column, click on the hyperlink of the Work Order for which you want to download a Document.
If the Work Order has been closed, click on the Show Closed Work Orders button to locate the work order.
The Work Order record will be displayed. Click on the Documents tab. Locate the document, and then click on the Download button.
In a few seconds, the file will appear on your taskbar. Double-click on the file to open for viewing.
