You can add, download, and remove attachment templates from a work order. The attachment template is available in the Attachment & Notes tab on the work order details page after it has been uploaded onto a work order.
Adding an Attachment Template
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| title | ⦿ How to Add an Attachment Template onto a Work Order |
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- Click the Attachments button on the work order from the list view to access the details page and click the +Add Attachment button located on the lower left side of the page to open the Upload Attachment modal.
- Next to the Select a File to Upload button, a Drop-Down List on the right-hand side has the attachment templates for selection. Use the Drop-down arrow and select a template then click the Upload button to add the attachment template onto the work order.
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The attachment template appears on the left-hand slide under the Attachment & Notes tab on the work order details page.
Downloading an Attachment Template
Once the attachment template is added, it can be downloaded and viewable as a docx. file. The attachment template provides the information from the original created template along with the added data points. You can download the attachment template by using the download button or link.
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| title | ⦿ How to Download an Attachment Template |
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- Click the View Details button from the work order list view to enter the details of a work order.
- Under the Attachment & Notes tab, click the Download button to download the attachment template.
Alternatively, you can also click the attachment template link to download.
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Deleting an Attachment Template
You can delete an attachment template. A couple of reasons why you would want to delete the attachment template is because a template was attached by mistake because that particular work order does not require an attachment template or the wrong template was attached and the correct one needs to be attached.
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| title | ⦿ How to Delete an Attachment Template |
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- Click the View Details button from the work order list view to enter the details of a work order.
- Under the Attachment & Notes tab, click the Trash icon next to the attachment template link to open the Delete attachment modal.
 - Click the Delete button to remove the attachment template.
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