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How do I attach documents to Status Entry?
Table of Contents :
How do I attach documents to Status Entry in the component centre?
1.
Login to your account using the username and password provided.
2.
Hover over the Fleet Management tab.
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3.
Hover over the Component Centre tab and Click on the Goods in tab.
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4.
Select Client from the list.
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5.
Select View Goods In Components and Workshop Strip Reports options from the list.
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6.
Select the Year and Month from the List. It will load data into the grid.
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7.
Click on the Open Folder Icon. It will open a new Window.
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8.
In the new window, Select the document you want to attach.
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9.
Select the required Attach Type from the list and other required fields.
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10.
Click on Attach to Status Entry.
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11.
In the new window, you have a list of rows available in the grid. Select one or multiple rows where you want to attach the document.
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12.
Click on the ATTACH button.
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13.
After clicking on the Attach button, If the same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on the OK button, then the attach process will be done.
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14.
It will show a popup message. Click on the OK button.
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Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.