Multimedia Tab

The Multimedia tab allows you to view, add or edit multimedia links associated to the selected equipment profile, parts profile, work order, quote, customer profile, vendor profile, or rental contract.

Note:  Third-party browser extensions, such as those that cause pop-ups to open in a new tab, may cause issues when viewing multimedia attachments.

To open the Multimedia tab, click the Multimedia tab from anywhere within an open profile, invoice, work order, or rental contract.

Topics in this section are:

Rental Multimedia

For Rental contracts, multimedia links remain on the contract. They are not copied to Invoice History when rental invoices are created. A rental contract can generate many invoices over its life, so multimedia stays with the contract instead of each invoice record. For other invoicing areas, such as parts, equipment, service, and general invoicing, multimedia that you add to an invoice is available on that invoice in Invoice History.

Because rental multimedia stays on the contract, it remains available only while the contract is retained. Set how long deleted contracts, finished contracts, and rental requests are kept on the Functionality tab at Configuration > Rental > Setup > Rental Control Setup. See Rental Record Retention. If you need the files longer than those periods, increase the retention months or save copies of the multimedia as a backup.

VESign Documents

Within areas of IntelliDealer that support VESign, the Multimedia tab contains the signed VESign document and its corresponding Electronic Evidence Summary. For Rental contracts and Service Work Orders, each signed document and each VESign revision is stored as a separate file so multiple signed versions can coexist on the same contract or work order. Use Generate Revised VESign Document on the VESign Signing Details screen to create a revision for those document types only. In other VESign-enabled areas, signed documents are also stored on Multimedia or Invoice History where applicable; each new signing is saved as its own file, but revision tracking applies only to rental and service work orders.

If an VESign document is expired, only the Electronic Evidence Summary is stored. Click an VESign thumbnail to download a zip file containing the signed VESign document and its corresponding Electronic Disclosures and Signatures Consent document, or to open the Electronic Evidence Summary.

Screen Description


The Information fields on the Multimedia tab when accessed from within an equipment profile are:

Information
Field Description
Make/ Model The make and model of the selected unit.
Serial Number The serial number of the selected unit.

The Information fields on the Multimedia tab when accessed from within a work order are:

Information
Field Description
Reference Number The work order reference number.
Customer The name of the customer associated with the work order.
Location The location the work order was originally created.

The fields appear on the Multimedia tab are:

Field Description
Added The date and time the multimedia link was added.
By The user who added the multimedia link.

Click on a thumbnail to process the multimedia file. If the multimedia file is larger than 1MB, a Click to display link appears in place of a thumbnail. Click the link to view the associated image.

Note:  The thumbnail only displays previews of .png, .gif, .bmp, and .jpg (NOT .jpeg) files.

Click the Name of the link under the thumbnail to open the Edit Link screen and edit the multimedia link.

Click the Click here to add a link from the IntelliDealer server link to add a new multimedia link from the system server.

Click the Add an external link link to add an external multimedia link using the Add Link screen.

Click Close to complete your work on the Multimedia tab.

Data Source: IMGPATH

Revision: 2026.10