How to Use the Enhanced File Management and Work Order Integration
Tudodesk's enhanced file management and work order integration feature provides a seamless way to manage files associated with your products and automatically include them in relevant work orders. This guide will walk you through the steps to make the most out of this feature.
Step 1: Accessing the File Management Section
Log in to your account and navigate to the product page where you want to manage files.
Look for the "Add File" button, usually located in the file management tab of the page. Click on it to proceed.
Step 2: Uploading and Managing Files
After clicking on the "Add File" button, a file upload dialog will appear.
Select the file(s) you want to attach from your device's file explorer or drag and drop the files into the dialog.
Once the file(s) are selected, click the "Upload" button to upload them to the product.
You can also provide a description or add any details related to the uploaded file(s) if necessary.
Repeat the above steps to upload multiple files.
Step 3: Enabling Automatic Work Order Integration
This feature ensures that when the product is added to any work order, the associated files will be automatically included in that work order.
In the main section of the product page, locate the "Attach Files" option.
Toggle the switch to enable automatic work order integration.
Once enabled, any files attached to the product will be automatically included in the associated work orders.
Step 4: Managing Files and Work Orders
To view or download a file, simply click on its corresponding file entry in the file management section.
You can edit or update file details by selecting the file and clicking on the "Edit" button.
If needed, you can remove a file by selecting it and clicking on the "Delete" or "Remove" button.
Tips and Best Practices:
Regularly organize and name your files appropriately to ensure easy identification and retrieval.
Double-check the files you attach to a product to ensure they are relevant and necessary for the associated work orders.
If you encounter any issues with the file management or work order integration feature, please get in touch with our support team for assistance.
Conclusion:
With the enhanced file management and work order integration feature, you can effortlessly upload, manage, and automatically include files in work orders associated with your products. By following the steps outlined in this guide, you can make the most of this feature and optimize your workflow.
If you have any further questions or need additional support, don't hesitate to contact our dedicated support team at [insert contact details].