Core TSIs : Work Orders : Working with order documents : Forms as order documents
Forms as order documents
If forms were generated for an order, you can verify this on Order details > Order documents.
If a form contains attachments, the attachments are zipped in a single file and saved at the secure document location when you send an email. The name of the zipped file is displayed in the Document (secure) field at Order details > Order documents. You can view the contents of the zipped file by clicking the View button.
For more details, see Emailing a form.
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When adding a form, you can choose to save them as Order document or as Communication log. Selecting Order document in the Save communication as field will save the forms as order documents (which is the default option). For more information on the fields, see Forms fields.
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Ensure that the path to save the secure document is specified in System settings > File locations.
If the zip file cannot be created, an error message is displayed.
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Document data corresponding to forms are for reference purposes only and therefore read-only. For more information on generating forms, refer to Generating forms.