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These procedures discuss attachments that are associated with existing service/job appointments. You can take photos or record videos to add to service/job appointments, or attach existing images and files. See Additional attachment options in MobileTech that are available after you have added the attachment.
- Select Appointments and select an appointment.
- Select More and then select the Attachments
tab. - Select Add
. - Enter a description for the attachment.
- Select the File tab, and then select the menu
icon. - 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 select Open. The attachment is displayed in the Attachment pane.
- Select Save
Save. After you attach a file, the file description and type are shown on the Attachments tab for the appointment.
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You can view and mark up attachments that originate in Service Management, Job Cost, or in 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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If an attachment is too large to be downloaded during normal processing, an Attachment pane will display this information. You also can use this pane to manually download the attachment. |
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For example, suppose you use an iOS device and your organization requires you to fill out PDF templates for service calls. After accessing the template from your email or , a website, or other shared location, you can open the file in a PDF editor app, enter information in the template, save and flatten the modified PDF, and then use the iOS Open in menu to copy and paste the PDF into MobileTech.
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The copy-and-paste options may vary, depending on your device and the apps you've installed. For information about copying and pasting specific types of files, consult the documentation for the apps that you used to open those files. |
- Open the document on your device. Long tap on it to display the available actions, and choose select 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 appointment to attach the file to.
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 appointment.
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