---
title: "Adding and Managing Documents on Work Orders"
slug: "adding-and-managing-documents-on-work-orders"
updated: 2026-05-11T19:17:23Z
published: 2026-05-11T19:17:23Z
canonical: "help.idibilling.com/adding-and-managing-documents-on-work-orders"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding and Managing Documents on Work Orders

Users assigned document-related roles in the Security web module can add, view, and manage documents on a work order. This functionality (as described below) is common to document management functionality in other IDI web modules.

When viewing a work order, an **Attach Documents** button is available. The button indicates the number of documents attached to the work order (none currently attached in the example below).

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-228.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

Clicking the button displays an *Attached Documents* panel on the right. The panel lists documents currently attached to the work order (none are in the example below). Click the **+** button to attach a new document.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-229.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

This displays a Windows Explorer form for navigating to the file you want to attach.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-230.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

After you select the file, another form is displayed where you can specify a document name and category. You can also enter a note and mark the document as confidential if applicable.

![A screenshot of a document Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-document-description-automatica-11.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

After you choose to attach the document (by clicking **Attach**), the Attached Documents panel will list it in the list of attached documents. Each document will have a kebob (ellipsis) that provides options to Edit, Replace, or Delete the document. Click the document link to open and view it.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/word-image-11154-79-3.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

Once saved, the **Attach Documents** button on View Work Order button with indicate the number of documents currently attached to the work order.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-231.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A41Z&se=2026-11-14T11%3A49%3A41Z&sr=c&sp=r&sig=zhice8h9g5MITLOCHjD1FDmXvwVH%2FV2VTdXH%2FkWDlRc%3D)

> [!NOTE]
> **Note:**
> 
> Documents attached to a work order will not be displayed in Customer Care. This is to keep Workflow on an independent platform deployment schedule, not tied to other IDI application release schedules.