Adding Attachments from the List View
- Chellie Esters
- Caroline Antoun
You can quickly add Attachments on a work order through the List View. Once you add Attachments, you will see the number of attachments right on the button; mouseover the button to view and access files.
When you click on the Attachments button, the work order details view pops up. From there you can add the attachment(s).
Adding Attachments
You may add up to 5 files to a work order at a time from the Attachments & Notes tab.
You may also use the Attachments link in Work Order Reports to add files. Details of the selected work order appear, from where you can add single or multiple attachments.
You may also add an attachment to a work order through email by sending an email with the attachment to attachments@servicechannel.net with the tracking number of the work order in the email subject. Note that your email client (for example GMail, Outlook, etc.) and/or your company IT may limit the maximum file size that you can send via email.
There are two ways to add an attachment.
In the details view of the work order, under the Attachments & Notes tab:
- Drag and drop the file into the Upload Attachments field.
OR - Click the Add Attachment button on the left hand side.
- The Upload Attachment pop-up window opens.
Click Browse Files and select the desired file, and then click Choose.
ORDrag and drop the attachments in the Upload Attachments field.
Your attachment can be up to 50MB in size.
- Enter a brief description about the attachment.
- Click Save. The new attachment displays under the attachments button.
- Repeat up to four more times if needed.
See Adding Notes and Attachments to learn more about adding and deleting attachments.