Viewing documents associated to a work order

View an associated document, add or remove a document association, and create or upload a new document as necessary. You may also associate documents to entities that do not have a Documents tab and view documents from related sources.

  1. Select Work > Work Orders.
  2. Select the work order for which to view associated documents, and then click the Documents List tab.
  3. Choose one of these options as necessary:
    Option Description
    To view or edit a document Click View/Edit Document. Follow steps 4-5.
    To associate a document to an entity Click Add Document. Follow steps 4-5.
    To create or upload a document Click Create/Upload Document.

    See Uploading documents to the application.
  4. Specify this information:
    Document
    Specify the document to view or edit. The system automatically populates Document Description.
    Print with Report
    Select to print the document with the work order report.
  5. Click Save.
    Note: To remove or modify the document link, click Remove Document Link.