Library Documents

The Documents module maintains editable library documents that are stored in the MC Library (the MC file structure). Documents stored in the library can be edited from within the system, and can be easily appended to emailed or printed work order or purchase order reports.

Library Documents can also be added to the Documents module on the fly directly from a record elsewhere in the system.

View or Edit a Library Document

Create a New Library Document

Click New.

The New Document Window opens. The Editor tab opens by default.

A Document ID will be populated by default. A new unique value can be specified, if desired.
Enter the document name in the Document Name field.
Select the document type from the Document Type field.
Select the repair center this document should be associated with from the Repair Center field.
Select the Appended to the Printed WO/PO check box if you are creating a document you want to print in the Work Order or Purchase Order module.
Select the Appended to the Emailed WO/PO check box if you are creating a document you want to email in the Work Order or Purchase Order module.
Enter the document content in the editor.
Click Apply.

The Documents List refreshes and your new library document displays.
Locate and select the newly created library document from the Document List.

The details stored for this link open in the Work Center.
Update any details as desired.

Refer to the Document Details tab for more information.
Click Save.