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How do I create a document from a work order?

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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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