Attaching a Document

1. Select the Attachment image button for the appropriate field.

2. The Document List window opens.

3. Select Add to open the Document Maintenance window.

4. The Document ID, Customer, and Type fields default from the previous window.

5. Select the storage location for the attachment. 

   • 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 can only view an attached file if it has been saved to the Microsoft SQL database.

   • Cloud Storage
     This saves the file to the Azure Cloud.
     This option must be set up in the Documentation Storage Setup window before you can store attachments. See Setting Up Azure Cloud Storage. This option is available if you have purchased the Advanced Document Management license.

6. Enter a Description for the file. The description is displayed in the Document List window.

7. The system date displays in the Date field.

8. In the Source Document section, click Select Files to open the file browser window to locate the file(s) to be attached. If you are using Cloud Storage, you can select more than one file. Select Open in the file browser window.

9. For Cloud Storage, the files you selected are displayed in the WennSoft Cloud Storage window.

   1. You can edit the Date and Description fields in this window for each file.

   2. Select the Upload Files button to upload the files to the cloud storage.

10. If using any of the other storage methods, after you’ve selected the file to attach, select Save in the Document Maintenance window.

11. 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.