Documents - FSM
Optimized field service document management
Documents FSM module integrates document management with Field Service Management, optimizes performance by preventing automatic folder creation for FSM projects.
Automatically cleans up empty folders on installation to reduce system load.
Manage documents in FSM projects
Upload documents to FSM project when needed, system only creates folder when there are actual documents.
Steps
1. Go to Field Service → Projects → select FSM project.
2. Upload documents to project.
3. Folder will be automatically created in Documents only when there are documents.
4. Documents are linked to FSM project.
Interface terminology
| English | Description |
|---|---|
| Document | FSM project document |
| Document Count | Number of documents in FSM project |
Performance optimization
Documents FSM module optimizes performance by not automatically creating folders for all FSM projects.
Key points
• Prevents automatic folder creation for FSM projects to reduce number of unused folders.
• Folders are only created when actual documents are uploaded.
• Reduces system load when there are many FSM projects.
• Automatically cleans up empty folders on module installation.
Practical tips
Key points
• Only upload documents when truly necessary to avoid creating unnecessary folders.
• Use tags to classify FSM documents (Work Order, Invoice, Photo).
• Link documents to work orders or tasks for quick access.