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- Open the document on your device. Long tap on it to display the available actions, and choose to open the file in an associated program, such as a PDF editor or word processing app.
- Edit the information as needed and save your changes, flattening the document if necessary.
- 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."
- Open the service call, service appointment, job appointment, or task to attach the file to:
- To open a service call, select Service Calls, select More, and then select the Attachments tab.
- To open an appointment, select Appointments . Select an appointment, select More, and then select the Attachments tab.
- To open a task, select Service Calls . Select a service call, select More, and then select the Tasks tab. Select a task, select More, and then select the Attachments tab.
Note If MobileTech isn't open, you'll have to navigate to the Attachments pane the next time you open MobileTech.
- From the menu, select Paste to paste the file into MobileTech.
- Name the document and select the Save icon. The file will be synced as an attachment to the service call, appointment, or task.
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