Work Order Documents

A user may delete a document if they have been granted the appropriate user permissions.      Use caution when deleting a document.  Once the Delete button is clicked, the document is permanently deleted from the database.  No warning or conf...

To download 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 desired document, and then click on the Downloa...

To edit 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 edited, and double-click on the docu...

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 R...