Print Paperwork Link

This lesson explains how to manage Service Orders in Print Paperwork link.  In the Print Paperwork link Provider Firms are able to sort, view, print, and save/email PDFs of Service Order.  This link contains Service Orders in all statuses of the Lifecycle and can be Saved or Printed by appointment date or Service Provider assigned.

1. When you login to ServiceLive, the Dashboard page will open.
2. Navigate to    link.
   • Click on    tab.
     
   • Click on    link from left navigation panel.
   • Indicates the number of open Service Orders for your Provider Firm on    link.
     
3. View Service Order(s) as PDF.
   • Click on check box “Select All” and everything in column will automatically select.
     
   • OR click on only specific checkboxes.
     Note: You may select multiple Service Orders at one time.
     
   • Click on    button to view selected Service Orders in PDF format.
     
   • Customer Copy
     • Leave checkbox labeled “Customer Copy” selected to view Customer Copy of Service Order.
     • Deselect checkbox labeled “Customer Copy” to only view Provider Copy of Service Order.
   • Provider Copy
     • Leave checkbox labeled “Provider Copy” selected to view Customer Copy of Service Order.
     • Deselect checkbox labeled “Provider Copy” to only view Customer Copy of Service Order.
       Note: PDF’s open in a new internet window.  Service Order(s) are displayed Customer Copy first then Provider Copy.
   • Click on    button.
     
4. Managing PDF in Firefox Internet Browser:
   • Scroll between pages of PDF document by clicking the    button from top left menu.
   • OR use scroll bar on right side of screen.
   • Click on    buttons at top of screen to zoom the screen in and out.
   • Click on    button at top right of screen to exit PDF screen.
     
   • Click on    button if the following error message appears.
     
   • Click on drop down arrow, scroll down and select Adobe Reader (Default).
   • Click on radio button labeled “Open with”.
   • Click on    button.
     
   • PDF documents will open in Adobe Reader.
5. Managing PDF in IE 8 Internet Browser:
   Note: Navigation bar appears at bottom of screen.  Hover over the bottom of the PDF document for the tool bar to appear again.
   • Scroll between pages of PDF document by clicking the    button from top left menu.
   • OR use scroll bar on right side of screen.
   • Click on    buttons at top of screen to zoom the screen in and out.
   • Click on    button at top right of screen to exit PDF screen.
     
6. Print/Save/Email Service Order(s) in Firefox Internet Browser:
   • When viewing Service Orders in PDF screen, click on    button at top right of screen to print.
     Note: Now follow your computer’s print procedure.
   • Click on    button at top right of screen to save Service Order PDF’s.
     
   • Select radio button labeled “Save File”.
   • Click on    button.
     
     Note: Now follow your computer’s save procedure.
   • Email PDF by locating saved PDF file and attaching to email.
   • Click on    button at top right of screen to exit PDF screen.
7. Print/Save/Email Service Order(s) in IE8 Internet Browser:
   • When viewing Service Orders in PDF screen, click on    button at bottom of screen to print.
     Note: Now follow your computer’s print procedure.
   • Click on    button at bottom of screen to save Service Order PDF’s.
     
   • Click on    button when Adobe Reader message appears.
     
   • Select radio button labeled “Save File”.
   • Click on    button.
     
     Note: Now follow your computer’s save procedure.
   • Email PDF by locating saved PDF file and attaching to email.
   • Click on    button at top right of screen to exit PDF screen.