{"id":229387,"date":"2020-07-08T16:42:37","date_gmt":"2020-07-08T21:42:37","guid":{"rendered":"https:\/\/www.propertytrak.com\/site\/?p=229387"},"modified":"2023-07-14T13:17:45","modified_gmt":"2023-07-14T18:17:45","slug":"requesters-and-staff-can-add-documents-to-service-requests","status":"publish","type":"post","link":"https:\/\/www.propertytrak.com\/site\/requesters-and-staff-can-add-documents-to-service-requests\/","title":{"rendered":"Requesters and Staff can Add Documents to Service Requests"},"content":{"rendered":"\n\n\n\n\n\n\n[et_pb_section fb_built=”1″ _builder_version=”4.4.9″][et_pb_row _builder_version=”4.4.9″][et_pb_column type=”4_4″ _builder_version=”4.4.9″][et_pb_text _builder_version=”4.4.9″ text_font=”Montserrat||||||||” hover_enabled=”0″]

Benefit<\/strong>: improved documentation of requests to include photos and other documents.<\/span><\/p>\n

\"Screenshot<\/a><\/p>\n

<\/a>In the example shown above, a new button has been added to the service request form to allow documents to be added to a service request.<\/span><\/p>\n

Pressing the\u00a0<\/span>Submit & Add Documents<\/strong>\u00a0button brings up the add document page. Users can add notes, documents, or images to their request. Once added, documents form part of the service request history and cannot be removed. Documents are automatically assigned to the work orders associated with the service request. The assigned document can be deleted by staff if necessary.<\/span><\/p>\n

\"Screenshot<\/a><\/p>\n
Add Documents Page<\/figcaption>\n<\/figure>\n

By default, documents for service requests is turned off. Client administrators can turn ON service request documents in the Administration> Client Profile under the\u00a0<\/span>Service Request Settings\u00a0<\/span><\/strong>heading.<\/span><\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n\n\n\n\n\n\n","protected":false},"excerpt":{"rendered":"

Pressing the Submit & Add Documents button brings up the add document page. Users can add notes, documents, or images to their request. Once added, documents form part of the service request history and cannot be removed.<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"1080","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[80],"tags":[98,112,99,95],"dipi_cpt_category":[],"class_list":["post-229387","post","type-post","status-publish","format-standard","hentry","category-education","tag-efficiency","tag-management","tag-operations","tag-workflow"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t