How-To: Add and Manage Documents in a Work Order

Step 1: Go to your Work Order that needs the documents.

Step 2: Click the 'Documents' tab near the top of the Work Order

Step 3: Select the '+' button to open the file drop zone.

Step 4: Drag and drop up to 25 documents into the drop zone.

Step 5: Add a label for each uploaded document

Step 6: Select 'Done' at the top of the documents to add the documents.

Step 1: Navigate to the Documents tab of the Work Order.

Step 2: Click the checkboxes on the left side of the documents to select the document.

Step 3: You can select at least 1 document and take the following actions at the top of the documents:

• Share
• Archive
• Download

Step 4: The actions will become available once at least one document selected.

Step 5: If sharing, confirm that these are the documents you want to share.