Order Documents

Overview

Updated 07/07/2021
 
The Documents item of the Temp Order section allows you to record documents that are pertinent to the order.
 
Note: With the exception of ".exe" and ".dll," most document file types may be uploaded to Avionté Documents pages.
 
 

Add a Document to the Order

  1. Select the type of document from the drop-down menu of the bottom-most cell of Type column.
    NoteThe options in this drop-down will be set by your site administrator.

  2. Click the Upload button to search the system for the document being added.
  • Once the document has been uploaded, the name of the file will be displayed in the File Name column.
  • Click Open to display the document. This will open the document in a new window.
  • If email integration has been setup for Avionté, the document can be emailed by clicking the Email icon.
  • Enter any special messages regarding the document into the appropriate cell of the Note column.
  • Enter a date of expiration for the document by selecting a date from the date selector in the appropriate cell of the Expiration Date column.
  • The cells in the Date Entered column will auto-populate a date according to the day the document was put into the system.
  • The cells in the Entered By column will auto-populate the name of the user who entered the document into the system.

 

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