Edit Reference Documents

You can edit the DMS documents and save them as new documents or make changes to the original documents.

To edit the documents:

  1. In the Home screen, tap My Jobs.
  2. In the Work Orders screens, tap the work order.
  3. Tap the Attachments tab.
  4. Expand the linked attachment and tap the Download icon to download the document.
  5. Select the document to open and view it.
    Figure 1. Work Orders – Edit Document


  6. Update the document as required.
  7. Tap Save at the top right corner to apply changes to the same document.
    or
  8. Tap Save As to save it as a new document.
  9. Select Save as PDF or Share as share point Link.
  10. Change the name and tap Done.
    You can see the updated document in the Attachments tab and in SharePoint as well.