- A Documents Tab is located on the Work Order in Softbase.
- Users are able to drag and drop a document, image, etc… from their local computer to the tab and allow it to be saved to the Work Order.
- When a document is dragged into that tab, the File Name will be populated with the file name of the document that was dragged in.
- The Add button will also become enabled when a Document is dragged in allowing you to save in.
- Once the Document has been saved to the Work Order you will see a preview of the document in the Document Tab and you will be able to set the “Include with Customer Invoice” checkbox if you would like.
- Choosing the Include with Customer Invoice Option will allow the attachment to be printed and emailed along with the Invoice if the “Backup Document Required” Option is turned on in the Customer Record or Invoice Print Options form.
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