Add an Attachment to a Work Order

Have a photo or a document you want to include with a work order? It’s easy to attach one. Follow these instructions and you’ll have it done in no time. (Not all users will be able to view all work orders. Viewing of work orders may be restricted by user permissions.)

Getting Started

  1. From the Work Orders app, select the Work Order you want to add an attachment to. You can either scroll down through the list or find it by entering the title or a keyword in the search field in the top right corner of the page
  2. In the Work Order detail panel that comes up, click on the Attachments tab. 

Uploading a Photo or Document

Make sure you have a document file or image ready to be uploaded.

  1. Upload your photo or document by clicking the Upload File button. 
  2. You’ll be able to see the name of the file you uploaded in the bottom left corner of the work order detail panel.
  3. If you click on the file name, it’ll open a preview of your photo or document.

Deleting the Attachment

Want to delete the attachment? Just click on the trash can in the bottom right corner of the detail panel. It’ll prompt you to confirm that you want to delete the file.