You can add attachments, such as documents, images, and imagesvideos, to service calls in Service Management. The attachments will be available to view and change from the attachments list for a service call in MobileTech. You can add and view attachments on your mobile device, and also change or "mark up" attachments on your mobile device.
Files that are attached to service calls are displayed together with their descriptions and file extension types, such as PNG, PDF, DOC, or XLS. For example, if more than one attachment is associated to the service call, you can easily see the file types. You can attach any file type on Android and Windows devices. On all devices, you can copy other files types, such as Microsoft Word documents or PDFs, into MobileTech to be attached to a service call. For more information, see Copy and paste an attachment to a service call or task .
Adding Attachments
These procedures discuss attachments that are associated with existing service calls.
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These procedures discuss attachments that are associated with existing service calls. You can take photos or record videos to add to service calls or attach existing images and files. See Additional attachment options in MobileTech that are available after you have added the attachment.
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You can view and mark up attachments that originate in Service Management, Job Cost, or MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you select the Attachments tab. See Additional attachment options in MobileTech that are available after you have added the attachment.
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Select Service Calls and select a service call.
Select More, and then select the Attachments tab.
Select an attachment.
Select More to see information about the file. You can change the description of the attachment and then save the changes.
Select Markup to Edit Image 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.
Save the changes.
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