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The optional Advanced Document Management module allows users to attach files of various formats including four-character file extensions (e.g., .DOC, .BMP, .XLS, .TIF, .WAV) to Service Management and Job Cost records. In addition, you can link to Microsoft Office SharePoint documents. Users do this by copying and pasting the link to a SharePoint document within the attachment. Attachments can be saved with the record and viewed using the attached image icon. If a record does not have documents attached, the icon displays a paperclip. When documents are attached, the icon displays a paperclip attached to a piece of paper. For purchasing information, contact WennSoft Sales.
You can also set up the default document storage location option so that when users are adding an attachment, the storage location radio button defaults to what you've selected in the Document Storage Setup window. See Setting the Default Document Storage Location (Optional).
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