SQLWorks Document management has reached the next level, enabling tagging of engineering documents and automated printing alongside Works Orders.
As shown in our Introduction to Document Management, many types of files can be added and stored within SQLWorks, linked to other data, downloaded or referenced whenever required. Our development team have also enabled tagging of specific files as ‘engineering’ documents so they can be automatically transferred through to production.
Saving a .jpeg or .pdf to a stock item’s document tab is a simple drag-and-drop process, supported by tagging with the engineering tag. When a Works order is created for that Bill of Materials, those supporting documents can be pulled through for printing automatically.
This is especially useful for assembly instructions, photographs, blueprints and similar that help guide during the production process.
Setting specific criteria in ‘Accounts preferences’ and ‘Document Analysis’ which can be found on the Navbar, allows a specific ‘tag’ such as one named Engineering, to be selected when saving a document on a stock item. Tagged documents appear in the ‘Documents List’ in the top right of the Works Order automatically, and when printing or previewing your Works Order SQLWorks finds the associated document and asks you to confirm whether you would like to print the engineering documents.
This feature is especially useful if you have drawings, assembly instructions or diagrams for example, that need to accompany the Works order when sent to the shopfloor/workshop for the build process.
If you would like to find out more about how SQLWorks can make the Manufacturing processes more efficient and less time consuming, please get in touch with our SQLWorks team via email [email protected] or call 01271 441570.
If your organisation stores files in a cloud storage app, SQLWorks can be integrated directly to view these folders in your ‘Documents’ tab, and files can be dragged and dropped into SQLWorks directly from the cloud.
This option can be set up from the main Navigation bar via Preferences > User Preferences > (User) > and by clicking the Setup Tab. By saving the file-path of your cloud app’s desktop folder into the ‘Remote/ Cloud Folder Path’ field, and clicking ‘Save & Close’, a SQLWorks user’s document tree will automatically default to view the chosen file location.
As long as your cloud app on your PC/Mac is able to sync to the cloud, SQLWorks will be able to make most up-to-date version of your synced files available for drag and drop.
This can be a useful way to make documents collected during fieldwork (eg: photographs) available to a main office – syncing direct from a smartphone, via your cloud app of choice, to be dragged and dropped against projects in SQLWorks.
Options include Microsoft OneDrive, Google Drive, Apple iCloud and Dropbox, as well as many other cloud file storage applications with a read/write access ‘desktop folder’ style client. (If you’re using a lesser-known cloud storage service with SQLWorks cloud link – we’d like to hear about it!)
This tool can also be used with a valid filepath to a location on a traditional on-premise server, and may be useful for businesses with very complex file structures, to help users automatically find the file location they would normally use for managing documents.
SQLWorks cloud link helps leverage all the flexibility of your favourite cloud app, to gather important files into your CRM, accounting and stock control system.
For additional support and assistance, please contact our SQLWorks team today.
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