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  1. Open the document on your device. Long tap on it to display the available actions, and select to open the file in an associated program, such as a PDF editor or word processing app.

  2. Edit the information as needed and save your changes, flattening the document if necessary.

  3. Select the Share button, and then select Open in > Copy to MobileTech. If MobileTech is open, you'll see a message that says, "Paste file wherever you want."

  4. Open the appointment to attach the file. If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.

  5. From the menu, select Paste to paste the file into MobileTech.

  6. Name the document and select the Save icon. The file will be synced as an attachment to the appointment.

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Add Attachments to a Service Call
Add Attachments to a Service Call
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