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Document Reference, How to insert

To insert a link to a document in a Component or Service record, navigate to the record where you want to store the link.

Service:

This would be a link to the paperwork. Right click (or control-click)  on the Reference Document field then select file using the file dialog.

See Service Order Processing.
See Printing Competed Service Order.

Component:

Select the Tab-> Document then click the ‘Add Reference’ button, using the file dialog, select a document. Up to 10 document links can be stored.

Double-clicking will open the document in the appropriate application.

Notes:  If you move the file, the link may become invalid.

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