This guide has been reviewed against our global client base and classed as relevant to all regions |
Available from version 12.159 |
Configurable option for Enterprise customers |
A configuration option is available which allows PDF documents to be imported in bulk and attached to works order supplier invoices, property inspections & certificates via one central document importer screen
This guide covers:
1. Access document importer via Tools menu From main menu:
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2. Document importer screen basics - including creating/viewing supplier invoice
Invoice column
Docs column
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3. Documents to upload Points to note:
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Documents uploaded and linked to a works order are uploaded to the associated supplier invoice , not the works order itself |
1. View completed works orders with no posted supplier invoice Select Works Orders filter (top left):
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2. Upload documents to the importer & change filename/type Locate the folder where the PDF documents are stored:
The filename & type can be changed when it is uploaded:
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3. Link document to works order invoice In panel bottom right:
If you wish to link more than one document to the selected works order:
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4. Upload documents to works order invoices in bulk
If you have more works orders to link documents to:
When all required works orders are linked to documents:
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The property inspections option is only available when using advanced property inspection functionality (which provides the ability to upload draft and final reports as part of the inspection appointment), as outlined here: |
1. View PI appointments to upload draft/final reports Select Property Inspections filter (top left):
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2. Upload documents to the importer & change filename/type Locate the folder where the PDF documents are stored:
Before uploading, ensure file name and document type are correct:
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3. Link inspection report document to inspection appointment In panel bottom right:
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4. Upload report documents to PI appointments in bulk
If you have more PI appointments to link documents to:
When all required PI appointments are linked to report documents:
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1. Certificates Select Certificates filter (top left):
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2. Upload documents to the importer Locate the folder where the PDF documents are stored:
The filename can be changed when it is uploaded:
An option to delete the original is available, this will delete any successfully uploaded files from the source location (ignore this step if you want to keep the original files in the source location)
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3. Add new certificate detail & upload certificate document/file In panel on left:
In panel bottom right:
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3. Continue uploading & adding certificates
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Configuration option which allows PDF documents to be imported in bulk and attached to works order supplier invoices, property inspections & certificates via one central document importer screen |