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Adding an Attachment to a Work Order

How to Add an Attachment to a Work Order

TheWorxHub lets you quickly add an attachment to a work order. Files can be uploaded from your computer or chosen from the File Library.

1. Open the Attachments panel of the work order, then click the Add Files link.

 

 

2. The File Selection window will display a list of files recently uploaded to the File Library.
3. Use the Search field to search for additional files.
4. Check the box for any file you would like to attach to the work order, then click the Add Files button.

 

 

5. If the file does not currently exist in the library, click the +New File button to attach the file to the work order.
6. In the window that appears, choose the source of the attachment. *Note: If a new image or document is attached to the work order, it will also be uploaded to the File Library.
   • Select Choose File to upload a file from your computer.
   • Select Dropbox to link to a file in a Dropbox account.
   • Select URL to enter a link to a document or file on a web page.
7. If you have selected the wrong file, click the Remove link and repeat this process to select the correct file.
8. Enter a note or description of the file in the optional Notes field, then click the Add Files button.