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- Service call: You can open it from the Attachments
tab for the service call. - Equipment: You can open it from the Attachments tab for the equipment either from the Service Call Call
> Equipment tab 
tab or from the Customer 
> Location 
> Equipment tab tab. - Task: You can open it from the Attachments Attachments tab for the task.
Files that are attached to service calls and tasks are displayed together with their descriptions and file extension types, such as PNG, PDF, DOC, or XLS. So if more than one document is associated to the service call, you can easily see the file types.
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- Select Service Calls
. Select a service call, select More. - Choose the Attachments
tab. - Choose Add
. - Enter a description for the attachment.
- Choose the File tabAttachment tab, and then choose the Hamburger menu
. - Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose SaveSave
. After you attach a file, the file description and type are shown on the Attachments tab for the service call.
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- Select Service Calls . Select a service call, select More OR go to Customers, select the customer, select Location, and then select the location.
- Choose Equipment and then select the equipment.
- Choose the Attachments tab.
- Choose Add
.
- Enter a description for the attachment.
- Choose the FileAttachment tab, and then choose the Hamburger menu .
- Select Choose Picture or Select File or Paste. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose Save tab for the equipment.
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- Choose Service Calls . Select a service call, choose More, and then choose the Tasks tab.
- Select a task, choose More, and then choose the Attachments
tab. - Select an existing attachment to view or change. Go to step 4 to create a new attachment.
- Choose More to see information about the file. The task ID and date are displayed and can't be changed. You can change the description of the attachment, if needed, and then save the changes.
- Choose Markup to mark up the attachment. For example, if the attachment is an image of a piece of equipment that needs a part replaced, or to call out damage to the piece of equipment, you can mark up the area on the image. You can also write on the image.
- Choose Add .
- Enter a description for the attachment.
- Choose the File tab, and then choose the Hamburger menu .
- Select Choose Picture or Select File. (The actions that display are dependent upon your device.) Go to the location where the picture or file is stored. Select the picture or file, and then choose Open. The attachment is displayed in the Attachment pane.
- Choose Save . After you attach a file, the file description and type are shown on the AttachmentsAttachments tab tab for the task. The attachments also are displayed on the Inspection report.
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