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Send photos from a Work Order to a different email address
Send photos from a Work Order to a different email address

Create a new document template for the photos

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

Send photos from a Work Order that contains photos to a different email address.

Key Points

  • Go to Settings/Document Templates

  • Click the + symbol in the tab to create a new template

  • Remove each of the sections except Customer Address and Photos

  • Save the template as PHOTO ATTACHMENT

  • In the Work Order Click the drop-down arrow to the right of Email

  • Choose PHOTO ATTACHMENT and email it

  1. Create a document template

  2. Click the + symbol in the tab to create a new template**

  3. Click the Remove button to remove each of the sections except Customer Address and Photos

  4. Save the template as PHOTO ATTACHMENT

  5. Click the green Save Templates button

  6. Edit the Work Order

  7. Click the drop-down arrow to the right of Email

  8. Choose PHOTO ATTACHMENT

  9. Enter the recipient's email address

  10. Click Send Work Order 

** The system allows for a maximum of five document templates. If you have five, you would need to delete one to accomplish this task.


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