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How to Configure Paperless Office Attachments in RepairCenter

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TitleHow to Configure Paperless Office Attachments in RepairCenter
SummaryInstructions for Setting Up the Paperless Office Attachments in RepairCenter.
ObjectiveHow to Configure Paperless Office Attachments in RepairCenter

***Important Note: Shop must have Asset for Paperless Office Attachments on account.
EnvironmentRepairCenter
Procedure
Open RepairCenter: 
  1. In the upper right corner, select MoreConfigure, then Application Access tab.
  2. Select sub-tab Licensing.
  3. Under the modules box, Search for *Attachments - Paperless Office."
Note: If not found in module list follow How to Check for New Licenses in RepairCenter to check for new licenses.
  1. RepairCenter will restart after check for new licenses.
  2. Open an RO and verify if the Attachments Tab is now visible.

In order to "Add" Attachment Categories (types):
  1. In the upper right corner, select MoreConfigure, then Shop Setup tab.
  2. Select sub-tab Attachments.
  3. Under Categories you will find a list of available attachments. If you see none, select Add to create a New Category Item.
  4. Once Category is selected, go to Email - Image Size and select desired size. (Note: Larger files do not transmit faster via Internet than smaller sizes.)
  5. Repeat Step 7 for each Category selected.
Additional Notes
URL NameHow-to-Configure-Paperless-Office-Attachments-in-RepairCenter

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