Originally posted by Andre Sovde
Hi,
We’ve been testing and looking into how documents work with the ServiceM8 Website and have some questions regarding how contractors would use the website.
- Where would they upload documents such as PAT, EICR, EPC and various other certificates?
- How would the contractor be able to mark them as being certificates?
- What are the various attachment_sources available apart from invoice and quote?
- Is there any way of marking a document as a completion document of the work?
Thanks,
Andre Sovde
Hi Andre,
Great questions about document handling in ServiceM8! Let me address each of your points:
Document Upload Location:
Contractors can upload documents like PAT, EICR, EPC and other certificates using the Attachment API. The system supports uploading various file types to job records through a three-step process: creating a job record, creating an attachment record, and then submitting the binary file data.
Marking Documents as Certificates:
You can use the attachment_source field to categorize documents. While the API documentation shows examples like ‘INVOICE’ and ‘QUOTE’, this field indicates the source or type of the attachment and is used for filtering and determining how to display the attachment. You could use custom values like ‘PAT_CERTIFICATE’, ‘EICR_CERTIFICATE’, or ‘EPC_CERTIFICATE’ to properly categorize these documents.
Additionally, you can use the tags field which accepts comma-separated list of tags associated with the attachment and is used for categorization and filtering of attachments. This would allow you to tag documents with values like ‘certificate’, ‘compliance’, or specific certificate types.
Available Attachment Sources:
While the documentation primarily shows examples of ‘INVOICE’ and ‘QUOTE’, the attachment_source field accepts string values and is designed for categorization purposes. Since this field is used for filtering and determining how to display the attachment, you have flexibility to define custom attachment sources that suit your workflow needs.
Marking Completion Documents:
There isn’t a specific “completion document” flag in the attachment system, but you can achieve this through the attachment_source field or tags field. You could use values like ‘COMPLETION_CERTIFICATE’ or ‘WORK_COMPLETION’ in the attachment_source, or add ‘completion’ as a tag to identify documents that represent completed work.
The attachment system is quite flexible and allows you to create your own categorization system that works for your specific certificate and compliance document needs.
Hope this helps with your implementation!
Thanks,
Cody