Attachments: add, view, and manage PDFs

Attachments: add, view, and manage PDFs

Summary: Attach PDFs to orders, set types, and control dispatch availability.

Quick answer

Use the **Attachment** tab to load PDFs, set their **Type**, and mark **Dispatch Attachment** items to include in dispatch emails.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. On the order’s **Attachment** tab, click **Load** and choose the PDF (default folder is **attachments**).
    media/attachments-imaging-01.png

    [Insert screenshot for Step 1]

  2. Use **View** to open in your PDF viewer and **Remove** to detach from the order.
    media/attachments-imaging-02.png

    [Insert screenshot for Step 2]

  3. Click **Properties** to set **Document Type** (configured in **PDF Type Titles**).
    media/attachments-imaging-03.png

    [Insert screenshot for Step 3]

  4. In **PDF Type Titles**, set a **Default** type and mark items with **Dispatch Attachment** to include them automatically in dispatch emails.
    media/attachments-imaging-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Attachments appear in the list with the correct type; dispatch emails include items flagged as dispatch attachments.

Troubleshooting

If printed PDFs misbehave, prefer **scanned PDFs** per guidance; if AWS is used, documents open in browser and page counts are calculated automatically.

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