You can attach files to File Notes in Ivo using several different methods. Listed below are two of the most commonly used methods.


Service History tab


  1. Select the Service History tab

  2. Click on the activity you wish to view file notes for

  3. Click on the File Notes tab

  4. Double click on the file note you wish to open

  5. When the Edit file note window opens, click the Attachments tab

  6. Then click the Attach files hyperlink which will open the file location box

  7. Click the drop down arrow in the Look In field to navigate to the file location

  8. Select the file you wish to attach to your file note

  9. Click the 'Open' button and the file will attach to the file note.


Image Placeholder



You will see the attached file in the list as seen below, highlighted in yellow.


Image Placeholder


All File Notes tab


Using the same steps above for attaching the files;

1. Select the All File Notes tab

2. If required, you can create a New File Note by clicking the link. If you just need to attach a file to an existing file note, please follow the steps above to open the file note.

3. Enter the File Note Details (date, time, duration)

4. In the Attachments tab, click the Attach files hyperlink.

5. Using the above instructions for selecting the file location, once your file is selected, click 'Open'

6. Select the Activity that the file note applies to by clicking on the correct option

7. Save and Close the file note.


Image Placeholder