Add, Modify, & Delete Attachments on a Service Request

Add, Modify, & Delete Attachments on a Service Request

Attachments can be files or webpage links that you add to a service request to provide additional information. For example, employees might include include pictures of the issue to provide visual context.

 

Add an Attachment to a Service Request

  1. Click + Add on the Attachments zone.
  2. Select how you would like to add an attachment and then follow the steps below. 

Screen_Shot_2020-09-18_at_12.01.30_PM.png

 

Option 1: Select File from your Computer

  1. Select file from your computer. 
  2. Add a description (optional). 
  3. Select file category (optional). 
  4. Click Save. 

Option 2: Add a URL to Attach a Webpage

  1. Paste URL address. 
  2. Add website name. 
  3. Enter description (optional). 
  4. Select a category (optional). 
  5. Click Attach Link.

Option 3: Add a File from the NEXGEN Document Library

  1. Select file(s) from document library. 
  2. Click Attach. 
NEXGEN Tip: Documents are automatically added to the NEXGEN Document Library whenever they are uploaded to NEXGEN. They are sorted by the module to which they were added. If you have previously added the same document to a service request, use the service request module filter when searching for your file. 

 

View, Download, or Delete an Attachment on a Service Request

  1. To view an attachment, click the file name link. 
  2. To download or delete an attachment, click the dropdown arrow on the attachment and select Download or Delete. 

 

    • Related Articles

    • Add, Modify, and Delete Attachments - General Help

      Attachments can be files or webpage links that you add to different records in NEXGEN to provide additional information. For example, users might attach a PDF of standard operating procedures or a video explaining how to perform a certain maintenance ...

    • Create a New Service Request - Service Request

      Previously, NEXGEN users were only able to add service requests based on an address. As of the launch of version 12, users are now able to create a service request by address, coordinates, location, or asset. These features were added to expand the ...

    • Link Service Requests - Service Request

      Linking service requests creates a relationship between two service requests that allows easy navigation between the linked service requests within NEXGEN. Additionally, this relationship will show up in reports. Organizations sometimes choose to ...

    • Add Attachments and Comments to a Line Item - Condition Assessment

      Users can add attachments and comments per line item on a Condition Assessment. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN as opposed to adding items to the Attachments or ...

    • Add, Modify, & Delete Resources on a Service Request

      Resources on a service request are employees or equipment. These are added to a service request to track time and cost.   Add a Resource to a Service Request Click + Add on the Resource zone.  Select Employee or Equipment.  Filter Resource Names by ...