FAQs in this section
What are Work Orders?
Why should I use Work Orders in Vtiger CRM?
Is Work Orders available in the One Professional edition?
What is the relationship between Work Orders and Cases?
What is the relationship between Work Orders and Invoices?
What is the relationship between Work Orders and Service Contracts?
What is the relationship between Work Orders and Service Appointments?
What is the relationship between Work Orders and Assets?
What is the relationship between Work Orders and Timelogs?
I want to configure a project with multiple tasks in work orders. How do I do that?
What are Preventive Maintenance Services?
What are on-demand service requests?
Can I reopen a canceled work order?
If I create a work order from a case, will the details be copied from the case?
How can I create a Work Order?
How can I create a work order from a case?
Can I create a work order from assets?
How should I create a planned maintenance request?
How can I create an on-demand service request?
How can I make sure that all my work orders are approved by the managers?
I want to create a service appointment without linking work orders. Is this possible?
How can I add a product or a service to a Work Order?
How can I add a section to a work order?
How should I log time for a work order related to a case?
How should I log the time for a work order?
How should I log time for a service appointment related to a work order?
Can I start a timer on a closed Work Order?
Can I create a service appointment from work orders?
How can I share a work order?
How can I create an invoice from a work order?
How can I create a timelog from a Work Order?
How can I create an Esign document from a work order?
How can I export a work order?
How can I print a work order?
How can I change the template of a Work Order?
What can I see in the One View of Work Orders?
What reports can I create from Work Orders?
Why are the used units in a service contract not updated after the work order is closed?
Can I invoice two cases at a time?
If a work order is related to a case, can I include the work order line items in the invoice?
When are a service contract’s used units updated?
What are line items in work orders?

Can I create a document from a Work Order?

Yes, you can. Use Vtiger’s Documents module to solve the problems of organizing and sharing! It acts as a repository for all the documents that you create or those shared with you by your customers or sales team. 
Follow these steps to add a document:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Work Orders module.
  4. Open a work order record.
  5. Click the Do button in the Summary View.
  6. Click the Add or Create button.
  7. Select Documents.
  8. Here, you see three options on your screen:
    1. Select Documents
      1. If you want to add an existing document, select this option.
      2. Hover over a record in the list of all existing documents to display the radio buttons.
      3. Click the radio button on the left side of the record to select a record.
      4. Click the Add Selected button present below the list.
    2. Create Documents
      1. If you want to add a new document, select this option.
      2. Fill all the necessary details.
      3. Click Save.
    3. Upload Documents
      1. If you want to upload a new document, select this option.
      2. Fill in all the fields.
      3. Click Upload.

The linked document will be seen in the Documents widget in the Summary View of the work order record.

To know more about Work Orders, click here.
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