Adding Attachments

Modified on Mon, Sep 16 at 11:13 AM

You may add attachments to assets, work requests/orders, parts, vendors, sanitation jobs, Preventive Maintenance Masters and Master Sanitation schedules. The method to adding an attachment is the same for any - this article describes this process.


Adding Attachments

  1. Select the assets, work requests/orders, parts, vendors, sanitation jobs, Preventive Maintenance Masters or Master Sanitation schedules you would like to add the attachment to.
  2. From the left menu, select Attachments. This takes you to the attachments page.
  3. If there is no existing attachment, select + Add Attachment.
  4. Select Choose File, select the file you would like to open from your computer, and select Open. You should also add a subject for the attachment.
  5. Select Save at the bottom right.




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