Documents

Upload local files and import ProHeat documents when available.

Documents

Use Documents to attach files to a work order.

The screen supports local files and ProHeat documents when enabled.

What you can do

• upload one or more local files
• import ProHeat documents when available
• review attached files before sending the work order

1

Open Documents

Open the work order, then open Documents.

2

Add the file

Tap + and choose the upload or import option.

3

Confirm the attachment

Select the file and check that it appears in the list.

4

Send the work order

Send the work order after the document list is complete.

Keep in mind

Local file upload supports multiple selection.

ProHeat import requires connectivity.