Add attachments to a work order (v6)

Attachments allow you to add additional information, such as user guides or images, to your work order.

There are two types of attachments:

• Files, which get saved directly in the work order. For example, you could upload a PDF version of the asset's user guide.
• Links, which allow you to direct users to information that's already been uploaded to the web. For example, you could link to an instructional video from the asset manufacturer's website.

Add a file to a work order

To add a file to a work order:

1. If the work order you want to add a file to isn't already open, click it in the work order list (in Maintenance > Work Orders).
2. Click the Attachments tab.
3. Do one of the following:
   • If this is the first attachment on this work order, click the Add your first attachment button:
     
   • If there are already attachments on this work order, click Create:
     

   Tip

   If you don't need to enter a description for the file, you can also add file attachments by dragging and dropping the files into the "Drag and drop." However, this section is only displayed after you've added an attachment. 

4. In the Type field, click File:
   
5. Click the Select Files button.
6. Select the files you want to upload. 
7. (Optional) If you only uploaded one file, you can enter a Description for the file.
   If you uploaded multiple files, the app disables this field.
8. Click Create.
9. Do one of the following:
   • If you're finished uploading files, click OK.
   • If you want to upload additional files, click Upload New and repeat steps 4-9.
10. Click Save.

Add a link to a work order

To add a link to a work order:

1. If the work order you want to add a file to isn't already open, click it in the work order list (in Maintenance > Work Orders).
2. Click the Attachments tab.
3. Do one of the following:
   • If this is the first attachment on this work order, click the Add your first attachment button:
     
   • If there are already attachments on this work order, click Create:
4.  In the Type field, click Link:
   
5. In the Link field, enter or paste the URL you want to link to.
6. In the Name field, enter a name for the link (e.g. Forklift maintenance instructional video).
7. (Optional) Enter a description for the link.
8. (Optional) To automatically create another link right after this one, select the Create another checkbox.
9. Click Create.
10. If you opted to create another link in step 8, repeat steps 4-9 for the new link.
11. Click Save.