Page Comparison

1. Access document importer via Tools menu

From main menu:

• Click name/office (top left)
  

• Click Tools and select Import and Attach Documents
  
  The document importerscreen is displayed,
  see next step

2. Document importer screen basics - including creating/viewing supplier invoice

• Filter options (top left) allow you to switch between Works Orders, Property Inspections & Certificates views
  The initial view shown defaults to the last one in use (e.g. CertificatesProperty Inspections)

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• The grid in the bottom right panel lists relevant works orders/property inspections/certificates

• Grid functions can be used:

  • Click the column heading to sort by that column

  • Click to the right of the column heading to filter by column content
    e.g. to group works orders according to whether they have documents uploaded or not - click to the right of the Docs column heading and select Group by Docs

• Double-click the entry to view the works order/property inspection appointment/certificate record

Invoice column

• A green tick is displayed to indicate that a supplier invoice has been created

• A red cross is displayed to indicate no invoice raised

  • Click the red cross to create a new invoice from the works order detail

Docs column

• A green tick is displayed to indicate that document(s) have been uploaded - hover over the tick to see filename(s) of uploaded documents

• A red cross is displayed to indicate no documents uploaded

3. Documents to upload

Points to note:

• Only PDF documents can be uploaded to the importer

• It is advised to store all the documents for the required upload type (i.e. Works Orders, Property Inspections, Certificates) in one folder for each batch of documents you wish to upload - this allows them to be uploaded in one go, see following sections for more information on how to upload files