Replace Work Order Documents

To replace a Work Order Document, open the work order from the customer record or from Accounts Receivable > Work Orders.

Once the work order is displayed, click on the Documents tab.  Locate the document to be replaced, and then click on the Replace button.

The Windows file explorer will open.  Locate and select the document that will replace the existing document.  The previous document will be deleted and the selected document will now be listed in the grid area.

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