Add automatic documents to work orders

Attach documents automatically based on one matching rule.

You can add documents to work orders automatically.

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

1

Open Documents settings

Go to Settings.

Search for Documents.

2

Add a document

Click Add document.

Enter a clear name.

3

Choose how the document behaves

Enable the options you need.

Common options are Active, Add to work order, and Visible in app.

4

Upload the file

Use Add to upload the document.

5

Set the automatic rule

Choose one matching type.

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

Then save the document.

Good to know

Each document uses one automatic matching rule.

Create separate documents when you need different rules.

Frequently asked questions

Can employees see the document in the app?

Yes, when Visible in app is enabled.

Can I keep a document internal?

Yes.

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

Related topics

• Create a work order
• Customer Portal