With the right permissions, you can upload many pictures or files to new or old forms like work orders, assets, locations, and vendors. The steps are similar for any new form or edit form in the program that contains the Upload Images or Files section.
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Gif - Add or Delete Image / File
Guide - Add Image / File to a New Form
From the correct module, click on the +button to open a new form to add new data.
From the image field, click on click to upload and select the image/file/doc from your computer.
Continue with the other fields on the form and hit Save when done.
You may also opt to select an image, file, document, etc. from your computer and drag it to the Image field on the work order form |
Guide - Delete Image / File to Existing form
From the module, click the name of any existing data to open the detail card.
Click on the Edit button to open the Edit form.
3. From the image field, click on click to upload and select the image/file/doc from your computer. Repeat if needed to attach multiple files.
4. Click Save on the form when done.
Guide - Delete Image/File from a form
Once you open an edit form, hover your mouse over the file image until you see the delete icon, a trashcan. Click on it to delete.
Click Save to confirm deleting the image or Discard Changes to cancel.
