Add attachments to one-off works orders

Use the Attached Files tab to open and save any file (e.g. Word or Excel documents) connected with a works order. You can also attach the complete contents of a folder. This is particularly useful for storing supporting documentation for each works order, e.g. works order specifications.

To attach a file or folder to a one-off works order record

Open: Works Orders > Records > One Off > Enter New Works Order | Attached Files.

Open: Works Orders > Records > One Off > Amend Works Order | Attached Files.

  1. To attach a file or folder to a works order record, click Attach File or Attach Folder as appropriate. A Choose File(s) or Choose Folder(s) window appears.
    • Select the file or folder you want to attach to the works order.
    • Click Open if selecting a file, or OK if selecting a folder.
    • The file or folder appears in the Attached Files list.
  2. To open a file or folder, click in the Filename box.
  3. Enter a description alongside each attachment, if required. This is for information purposes only.

  4. To delete an attached file, select the file and press F8.

    The file is removed from the works order. It remains on your hard disk.

  5. To continue making changes to the one-off works order details information, select the Analysis Codes tab.
  6. To save your one-off works order details, click Save.
See also

Overview

Enter or amend one-off works orders

Other tasks

Main details (one-off works order)

Additional details (one-off works order)

Invoices/Credit notes (one-off works order)

Estimate/Actual (one-off works order)

Stages (one-off works order)

Analysis codes (one-off works order)

Working with works order images