I use Web Forms to add new rows to a Service and Repair Register. Easy!
I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy!
Is it possible to add a default file to a Web Form?
My users could then select the correct Web Form, and the required Job Card would already be attached. Ideally they could edit the file before upload, but after upload is OK. Such a system saves the user even thinking about finding and retrieving the correct file, and creates a document control system of sorts... Only the correct file is offered, it is correctly "filed" with no user decisions required, and editing access can be controlled.
Notes: The Job Card contains much more information than is practical to keep in SS. There is a different Job Card for each product type, with customised information and structure. The card is printed and accompanies the job through the service journey. At the end of the job, the Job Card File is updated and remains with the SS Row to be archived.