PDF Forms and Attachments System
PDF Forms and Attachments System Video Series
Do you need to attach documents, reports, pictures or sounds files to customer orders for documentation? Do you want to create a form that you can use over and over again to capture customer specifications. Would like to be able to search past jobs using specifications from these jobs. Would you like to store before and after photos of customer repair work or be able to email an estimate to a customer complete with photos? Orion's PDF Forms and Attachments system can do this and much much more. Watch this video series to master this amazing system and benefit by using these tools.
| Topic | Notes | Video (click icon to watch) |
|---|---|---|
| Introduction | hpCommerce Orion features a PDF Forms Library and Attachment System. Watch this introduction to gain an understanding of what is available. |  2:39 |
| Forms Library | Watch this video to learn how to build a library of PDF forms that are reusable. | 5:21 |
| Customer Attachments | Attachments and forms of all kinds can be attached to customer accounts. Watch this video to learn how. | 7:02 |
| Sales Order Attachments | You can attach forms and files to customer orders and even line items of orders. Watch this video learn how. | 10:12 |
| Purchase Order Attachments | Pass along valuable information to vendors by using attachments and attaching vendor supplied forms to PO's. This video explains how. | 6:40 |
| Printing Attachments | Watch this video to learn how attachments that are PDF forms or PDF documents can be printed. | 3:10 |
| Emailing Attachments | Files that are attached to Sales Orders or Purchase Orders can be emailed. Watch this video to learn how. | 2:07 |
| Duplicating Attachments | Duplicating existing attachments can save time. Click the video to learn how. | 4:31 |
| Searching Attachments | Search for any attachment attached to any order or customer. This video explains how to use this feature. | 3:42 |