Attaching a Document

1. Select the attached image button in any field. The Document List window opens.

2. Select Add to open the Document Maintenance window.

3. The Document ID, Entity (Customer, Job, etc.), Type fields default from the previous window.

4. Enter a Description for the file. The description displays in the Document List window. 

5. The system date defaults in the Date field.

6. In the Source Document section:

   • Internet/Extranet Access 
     Allows you to enter the URL of a file that is located online.

   • Select File
     Select this button to locate the file you want to attach.

   • Select a radio button to determine how the attachment is handled:

     • Copy File
       Saves the file to the directory specified in your pathname setup. The file name is automatically generated by Service Management and appears in the non-editable Document ID field in the upper portion of the window. The complete filename will contain the appropriate format extension.

     • Attach File
       Saves the path to the file. You will use less hard disk space by attaching the file, but risk losing the path if the file is ever moved.

     • Copy to Database
       Copying the file to a Microsoft SQL database offers a more secure connection to the documents and makes the documents easier to manage. When selecting the file to attach to the appointment, in the Source Documentation section select Copy To Database. Copy to Database is the only option available if you are attaching a file when using the Web Client. You are also only able to view an attached file if it has been saved to the Microsoft SQL database.

   • Send Notification
     Currently not in use.

7. Select Save.

8. Close the Document Maintenance window to return to the Document List window. Your attachment appears in the scrolling window.

Viewing an Attached Document

1. Select the attached image button to open the Document List window.

2. Select the document in the scrolling window and select Display to view the attachment.

Editing an Attached Document

1. Select the attached image button to open the Document List window.

2. Select the document in the scrolling window and select Display.

3. Edit the document.

4. Save the document with a new name by choosing _File > Save As >_ \[new document name\].

5. Re-attach the document.

Deleting an Attached Document

1. Select the attached image button to open the Document List window.

2. Select the document in the scrolling window and select Edit.

3. In the Document Maintenance window, select Delete.