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Table of Contents
Table of Contents

Purpose

Documents can be uploaded that are valuable for field technicians to have access to in the field. Any PDF or image files uploaded on the Documents tab will be accessible by field technicians when using MetaField's Field module. Any file type can viewed from the Project Specifications - Documents grid.

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Document Groups

Document groups are used to group similar documents together. Think of them as folders. All documents must be associated with a document group.

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FieldDescription

Notes for Technician

  • Notes for Technician that will display to field technicians when opening a work order in the Field module for specified project
  • Notes will also display to Schedulers when adding a work order for specified project
Notes for Scheduler
  • Notes for Scheduler that will display to Schedulers when adding a work order for specified project

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