Documents Tab

This tab appears when you click the Documents icon from a grid. Use this tab to manage documents. Documents can be associated with Work Orders, Inventory, Employees, Locations, Properties (eService properties only), Units (eService properties only). Documents work the same regardless of the tab on which they appear.

ClosedFields

Description

The description of the document.

Filename

The document file name.

Date

The date the document was uploaded to the server and attached to the property.

Delete

Click the Delete icon to delete a document.

Add Documents

Click to add a new document.

Find

Click to locate a document. Enter a document name and then click Find.

See Also

To Add a Document

To Edit a Document

To Delete a Document

Setup Questions for Document Types

Document Types Overview

Document Types Grid

Document Type Tab

To Add a Document Type

To Edit a Document Type

To Delete a Document Type

 

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