Articles
Delete 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...
Download Work Order Documents
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...
Edit Work Order Documents
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...
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 R...