The document library can be utilized to store any documents like contracts, agreements, terms of conditions, and marketing flyers and share them with customers.
Uploading Files to the Document Library
To view the library, click the cogwheel in the toolbar to open the configuration tab. Once opened, navigate to Configuration->Library.
In the following menu, you’ll be able to download, edit, and delete any previously uploaded documents using the icons in the Action column
To upload a new file to the library, click the Upload File button
Note: Be aware that this section has only 5MB of storage available. Be sure that your files don’t exceed this limit, as they will not be uploaded
Adding Documents to Tickets
Once you’ve uploaded documents, you can add them to individual job tickets. To do so, either create a new job or open an existing one, then click the Document icon in the upper right hand corner
Next, you’ll be presented with a list of all your previously uploaded documents. You can preview the documents by clicking on the link within the name column. Once you’ve finished marking the checkboxes, click Select to add the documents to your ticket
And once attached, you can see the list of documents attached to the ticket in the document section on the right side of the screen. This can be viewed in the desktop or mobile app view.
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
