Setting Up and Using Document Management
- Kimberly Onnen
The Document Management feature allows users to attach bitmap (.BMP) files to records. The bitmap images can be saved with the record and viewed by selecting the attached image button. The button shows a paper clip if the record does not have documents attached. When documents are attached, the button shows a paper clip attached to a piece of paper. You can also set up the default document storage location option so that when users add an attachment, the storage location radio button defaults to what you've selected in the Document Storage Setup window. See Setting Up the Default Document Storage Location (Optional).
Files must be physically located on the device used to attach the file. For example, if you are using OneDrive to store your images, you will need to download the image to your computer or phone before you can attach this to a service call.
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 and Job Cost records.
- Use Microsoft Azure cloud storage as a storage option instead of Copy File, Attach File, or Copy to Database.
- 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. The icon displays a paperclip if a record does not have documents attached. When documents are attached, the icon displays a paperclip attached to a piece of paper. For purchasing information, contact WennSoft Sales.