Managing procedure PDFs

While the primary content of a Fleet procedure should be entered directly, you can link to external files such as PDF files containing specific processes or forms to be completed during servicing.

Goals

• Upload a PDF.
• Add a link to an uploaded PDF in the fleet procedure content.
• Remove a PDF.

Uploading a PDF

1. Navigate to https://fleet.repcoservice.net/ and login.
2. Click on Customers:
3. Click the Edit button (pencil icon).
4. Scroll down to the Fleet details section and click the Upload a PDF button:

   

5. In the My Files modal that appears click the Browse button:
6. Navigate the folders and files on your computer to select the correct PDF to upload.
7. Once the PDF has uploaded click the Done button:
8. With that, you should notice the PDF you uploaded just beneath the Upload a PDF button:
9. Click the Save button at the bottom of the screen to complete the updates.

Insert a link to a PDF

These instructions start on the Edit screen for a customer.

1. Scroll the Procedure details section and click in the Insert PDF button in the WYSIWYG toolbar:

   

2. In the Insert PDF modal that appears, provide the text for the link text that will appear in the procedure in the PDF title text field:

3. In the Insert PDF modal that appears, choose the PDF you'd like to link to from the Available PDFs select list:

   

4. With everything complete, click the OK button. You then see a link to the PDF in the WYSIWYG content area:

5. Click the Save button at the bottom of the screen to complete the updates.

Remove a PDF

These instructions start on the Edit screen for a customer.

1. Scroll down to the Procedure details section to review the list of uploaded PDFs and the WYSIWYG content:
2. Start by removing the link to the PDF you want to delete in the WYSIWYG content area.
3. Then find the PDF you want to remove in the PDF list and click the trash icon:
   

   

4. Click the Save button at the bottom of the screen to complete the updates.