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ForumGetting started: Getting started with OkappyStoring notes, documents and imag …

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Storing notes, documents and images

#1 · 13 July 2020, 12:00 am

Hi, how do we store notes, documents and images for a customer in each of their different sites?

#2 · 14 July 2020, 8:05 am

You can store notes, documents and images for a job or for a customer.

To add for a note, document or image for a customer,

go to the connections screen when logged in on the web.
Choose your customer
Click either Add note to add your note, or
Add document to upload a document or image

Storing notes, documents or images

Thanks

Lauren