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    Home  >   FAQs   >  How do I create a document from a work order?
    FAQs in this section
    What are Work Orders? Why do 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? How do I configure a project with multiple tasks in work orders? What are Preventive Maintenance Services? What are on-demand service requests? How do I reopen a canceled work order? If I create a work order from a case, will the details be copied from the case? How do I create a work order? How do I create a work order from a case? How do I create a work order from assets? How do I create a planned maintenance request? How do I create an on-demand service request? How do I make sure that the managers approve all my Work Orders? How do I create a service appointment without linking Work Orders? How do I add a product or a service to a work order? How do I add a section to a work order? How do I log time for a work order related to a case? How do I log the time for a work order? How do I log time for a service appointment related to a work order? How do I start a timer on a closed work order? How do I create a service appointment from work orders? How do I share a work order? How do I create an invoice from a work order? How do I create a time log from a Work Order? How do I create an Esign document from a work order? How do I export a work order? How do I print a work order? How do I change the template of a Work Order? What do I see in the One View of Work Orders? What reports do I create from work orders? Why are the used units in a service contract not updated after closing the work order? Can I invoice two cases at a time? Can I include the work order line items in the invoice if a work order is related to a case? When are a service contract’s used units updated? What are line items in work orders?

    How do I create a document from a work order?

    Table of Contents

    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 Main Menu.
    2. Click Inventory.
    3. Select Work Orders.
    4. Open a work order record.
    5. Click the More icon 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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