Reference Tab

The Reference tab stores images related to the service as part of the ticket record. This includes:

• Images from software applications integrated with R.O. Writer
• PDFs of tickets printed to PDF in R.O. Writer
• Images and PDFs texted to customers from the ticket
• Captured electronic signatures

In addition, you can add images to tickets on the Reference tab.

NOTE: Images do not print with the ticket at this time but are retained in History.

Category Buttons in the Left Column

The category buttons in the left column remain inactive until an image in that category has been added. When the button is active, you can click it to see the images added in that category.

The following table describes the buttons in the left column of the Reference tab.

Category Buttons	Name	This button becomes active when:
	iShop	The computer is integrated with an alignment machine.
	Signature	When a signature was captured during finalize. This button is active only when the ticket is opened for review in History.
	Customer	A customer image has been added. These items are always linked to the customer record.
	Vehicle	A vehicle image has been added. These items are always linked to the vehicle record.
	Invoice	An invoice image has been added. This is where printed PDFs and texted PDFs are stored. These items are always linked to the ticket record.
	Add Image	You click the Reference tab. This button is always active. To add an image to the ticket, you click the Add Image button, then select the category.

Adding Images to Tickets

The following image types can be added to the Reference tab:

• *.jpg and *.jpeg
• *.gif
• *.tif
• *.tiff

To Add an Image on the Reference Tab

Complete these steps:

1. Open a ticket and click the Reference tab.
2. Click the Add Image button.

3. Click the Customer, Vehicle, or Invoice button.

   • If you click Customer, the image is always linked to this customer.
   • If you click Vehicle, the image is always linked to the vehicle.
   • If you click Invoice, the image is always linked to the ticket.

4. Enter a Description. (Optional)
5. Click the Next button.
6. Browse to a location.
7. Select an image or PDF.
8. Click the Open button.
   • The image appears as a thumbnail in the center of the window.
   • The category activates in the left column.

Images saved or added to the Reference tab remain on the Reference tab

• Through all conversions from one ticket type to another.
• In History.

To Open Images on the Reference Tab

Click the category button in the left column and double-click the image or file in the center box to open it.

Tickets Printed to PDF

When tickets are printed to PDF, the PDF of that ticket is saved to the Reference tab automatically.

For complete details about this process, click the following link: Printing Tickets to PDF.

Images of Electronic Signatures

If you captured and saved an electronic signature when finalizing a repair order, an image of the captured signature is stored on the Reference tab. This image is visible and available only when the repair order is opened for review in History.

When you open a repair order with a captured electronic signature from History, the Signature button on the Reference tab is active. Click the Signature button to see the image of the captured signature.

If you print the repair order from history, the captured signature prints as well.