How to attach a document


1. In order to attach a document, go to the module "Workshop". /images/how_to/Workshop/How_to_add_workshop_capability_1.png

2. Then go to the tab "WO". /images/how_to/Workshop/How_to_create_service_WO_1.png

Note: It is possible to attach any document to any service WO or to a work order for interior equipment.

3. Then go to the tab "Interior WO" or tab "Service WO". /images/how_to/Workshop/How_to_close_interior_WO_1.png

4. Select the required one from the list of work orders in the window "WO Registration List". Click on the corresponding line.

Note: Use the available filters if necessary.

/images/how_to/Workshop/How_to_attach_document_1.png

5. In order to attach documents to the program, click on the button "Attach". /images/how_to/Workshop/How_to_attach_document_2.png

 6. From the dropdown list, select the document type: CMM, repair order, and so on. /images/how_to/Workshop/How_to_attach_document_3.png

 7. Click on the button "Attach". /images/how_to/Workshop/How_to_attach_document_4.png

8. Select your file to attach. /images/how_to/Workshop/How_to_attach_document_5.png

9. Click on the button "Open". /images/how_to/Workshop/How_to_attach_document_6.png


10. Check that the new document is displayed in the window "Attachment Links".

Note: If you need to attach several documents, repeat steps 6–10.

/images/how_to/Workshop/How_to_attach_document_7.png

11. Click on the button "Close" to exit the attachment editor. /images/how_to/Workshop/How_to_attach_document_8.png