In an Order, the Files menu is a crucial function that coordinates several different document types into a single location.

 

• The Files menu has four main functions:
  

• Manage and Upload Files
• Sign Documents
• Order QR Code
• List of Files associated with the Order

Manage and Upload Files

Manage Files has three main functions.

• New File
• Upload File
• Edit Files

New File

• Use New File to quickly create Cost Estimates, Consumer Law Claims, and Warranty Coverage Request Forms.
  
  

Upload File

• Use Upload File to upload proof of purchase, images or other Files related to the Order. 
  
  
   
• Quickly upload files by dragging and dropping them into the Upload Files box.
  
  
   
• When you upload a File, you can also choose whether or not it will be available to the customer in the Customer Portal.
  
  

Edit Files

• Use Edit Files to remove any Files currently attached to the Order.
  
  

Sign Documents

• Sign Documents is used when gathering an e-signature via Fixably Paperless. For more information, please reach out to your Customer Success Manager.
  
  

Order QR Code

• Click Order QR Code to display a digital QR code with the Order Number. 
  
  
  
   
• This feature could be used to quickly capture the Order number with a barcode scanner for entry into a third-party inventory or invoicing system.
  
  

List of Files Associated with the Order

• At the bottom of the Files menu, any documents currently attached to the Order will be listed.