How can I manage Files in an Order?
This article explains how you can use the Files menu to attach Cost Estimates, Images and many other document types.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
Table of Contents
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
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.
