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The optional Advanced Document Management module allows users to attach files of various formats including four-character file extensions (e.g., .DOC, .BMP, .XLS, .TIF, .WAV) to Service Management Job Cost records.
In addition, you can link to Microsoft Office SharePoint documents. Users do this by copying and pasting the link to a SharePoint document within the attachment.
Attachments can be saved with the record and viewed using the attached image icon. If a record does not have documents attached, the icon displays a paperclip. When documents are attached, the icon displays a paperclip attached to a piece of paper.
The following table lists all windows and fields with attached image buttons.

Window

Field(s)

Customer

Customer ID

Location

Customer
Address ID

Maintenance Contract

Customer
Location
Contract Number

Equipment

Location
Equipment ID
Equipment Type
Model Number
Sublocation ID

Service Call

Customer
Location
Service Call ID

Equipment Type Setup

Equipment Type
Equipment Model Number

Contract Quote

Customer
Location
Quote Number

Service Call Quote

Service Call ID

Master Contract

Customer

Maintenance Contract History

Customer
Location
Contract Number


Window

Field(s)

Job Maintenance

Job Number
Project Number

Job Status

Job

Project Status

Project Number

Subcontractors Maintenance

Job
Job Vendor

Subcontractor Dates

Items

Job History

Job

Job Cost Codes Setup

Job
Cost Code

Cost Codes Detail

Job
Cost Code

Change Orders

Job
Change Order

Change Order Zoom

Job
Change Order

Change Order Cost Code Setup

Job
Change Order
Cost Code

Forecast Cost Revision Entry

Transaction Number

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