If you're encountering an "Invalid PDF" error when trying to import a work order from IDS into Boatyard, don't worry—this is a common issue with an easy fix! Follow the steps below to successfully resave your PDF and complete your import.
Why Am I Getting an "Invalid PDF" Error?
When exporting a work order from IDS using the 'Print to PDF' option, the resulting file format may not be compatible with Boatyard’s PDF import feature. To fix this, you'll need to resave the PDF by emailing it to yourself from IDS, which ensures it's formatted correctly.
How to Resave Your PDF Correctly
Follow these simple steps to resave your work order PDF from IDS:
Open the Work Order in IDS (G2)
Navigate to the specific work order you’re trying to import.
Email the Work Order to Yourself
Click the 'Email Work Order/Estimate' button.
Send the Email
In the 'To' field, enter your own email address.
⚠️ Important: Make sure you don’t accidentally send this to the customer!Click 'Send Email' to send the work order to yourself.
Save the PDF from Your Email
Open your email inbox and find the message from IDS.
Download and save the attached PDF to your computer.
Importing the Resaved PDF into Boatyard
Now that your PDF is correctly formatted, you’re ready to import it into Boatyard! Follow the steps in our PDF Import Guide to complete the process.
Still Having Trouble?
If you’re still experiencing issues after resaving your PDF, feel free to reach out to our support team for further assistance. We’re here to help!