To replace a Work Order Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Work Orders tab. A list of all open Work Orders is displayed. In the WO# column, click on the hyperlink of the Work Order for which you want to replace a Document.
If the Work Order has been closed, click the Show Closed Work Orders button to locate the work order.
The Work Order record opens. Click on the Documents tab. Locate the document, and then click the Replace button.
The Windows file explorer opens. Locate and select the document to replace the existing document. The previous document is deleted, and the selected document is listed in the grid area.
