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You can attach any file type on Android and Windows devices, including .doc and .xls files. 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 . |
These procedures discuss attachments that are associated with existing service calls and tasks. To create a service call, see Create or edit a service call , and then see the instructions below to add attachments to a service call. To create a task for a service call before you add an attachment to a task, see Complete tasks for a service call .
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You can view and mark up attachments that originate in Service Management or in MobileTech. File formats for attachments, such as PNG or PDF, are displayed when you choose the Attachments tab for a service call. So if more than one document is associated to the service call, you can easily see the file types. See Additional attachment options in MobileTech that are available after you have added the attachment.
Note: 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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You can take photos 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 attachments for tasks that originated in Service Management, and you can add new attachments to tasks from your mobile device. You can also use your mobile device to mark up attachments for tasks. See Additional attachment options in MobileTech that are available after you have added the attachment.
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After you have attached an image or file in the Attachment window, you have additional options that can be found by choosing the menu iconmenu icon.
The following options are available:
- Clear - Removes the existing attachment. You can then choose to Capture Picture, Choose Picture, Select File, or Paste.
- Open - Opens the attachment in another app.
- Copy - Copies the attachment to the clipboard.
- Print - Prints the attachment.
- Email - Emails the attachment.
- Export - Allows you to save to the file system.
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