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Adding an XOi Attachment

  1. On the See tab, choose Image(s)/Video(s).
  2. Choose Refresh to display newly added image(s)/video(s). Choose the images/videos you want to attach.

  3. Choose Create URL. A unique hyperlink to the XOi server is created and copied into the Resolution Note section. The hyperlink to the XOi server is available for 30 days. 

    You can only add one URL to the Resolution Note. If you attempt to add the URL a second time, the following message will display "Please clear the existing Url before adding another one."

  4. After syncing to the back office, the hyperlink is available in the resolution section of the Appointment Summary and Call Summary reports.  The summary PDF is emailed to the customer automatically during the appointment sync process. Anyone who has access to the hyperlink can download the image/video from the Vision website.
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