> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/add-automatic-documents-to-work-orders.md).

# Add automatic documents to work orders

You can add documents to work orders automatically.

Use this for manuals, site files, or customer-specific instructions.

{% stepper %}
{% step %}

### Open Documents settings

Go to **Settings**.

Search for **Documents**.
{% endstep %}

{% step %}

### Add a document

Click **Add document**.

Enter a clear name.
{% endstep %}

{% step %}

### Choose how the document behaves

Enable the options you need.

Common options are **Active**, **Add to work order**, and **Visible in app**.
{% endstep %}

{% step %}

### Upload the file

Use **Add** to upload the document.
{% endstep %}

{% step %}

### Set the automatic rule

Choose one matching type.

You can match by customer, address, work order type, object, or project.

Then save the document.
{% endstep %}
{% endstepper %}

### Good to know

Each document uses one automatic matching rule.

Create separate documents when you need different rules.

### Frequently asked questions

<details>

<summary>Can employees see the document in the app?</summary>

Yes, when **Visible in app** is enabled.

</details>

<details>

<summary>Can I keep a document internal?</summary>

Yes.

Use **Internal** when the document should stay in the BackOffice only.

</details>

### Related topics

* [**Create a work order**](/backoffice/backoffice/work-orders/create-a-work-order.md)
* [**Customer Portal**](/marketplace-packages-and-power-ups/power-ups/customer-portal.md)


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