How to Export, Backup, and Email Work Order Images

Export Work Order Images to an EIF Format File

1. Open INSITE:
   • Navigate to the left panel and click on Work Orders/ECM Images/ECM Templates.
     
2. Enter Site Location:
   • If prompted, enter your site location. This field can be left blank. Click OK.
     
3. View Work Order Images:
   • The work order images will be displayed. Expand the Work Order/ECM Images screen to view them.
     
4. Select Images for Export:
   • Hold down the Ctrl key while selecting multiple work order images. Right-click on the selected images and choose Export Image or Export All Images.
     
5. Save Exported Images:
   • You will be prompted to specify the location and name for each exported image. The default folder is C:\intelect\INSITE\Export and the default name format is I-[year][month][day]-[second].eif. Click Save.
   • If you selected Export All Images, choose a folder to save the images and click OK.
     
6. Progress Bar:
   • A progress bar will appear indicating the export process.
     
7. Backup the EIF Files:
   • The .eif files can be saved anywhere on your PC, to a USB flash drive, an external server, or emailed. These images can be opened in any version of INSITE later than the version used to create them.

Export Work Order Images to a CSV Format File

1. Open INSITE:
   • Navigate to the left panel and click on Work Orders/ECM Images/ECM Templates.
   • 
2. Enter Site Location:
   • If prompted, enter your site location. This field can be left blank. Click OK.
     
3. View Work Order Images:
   • The work order images will be displayed. Expand the Work Order/ECM Images screen to view them.
     
4. Select Images for Export:
   • Hold down the Ctrl key while selecting multiple work order images. Right-click on the selected images and choose Export images to an external file.
     
5. Save Exported Images:
   • You will be prompted to specify the location and name for each exported image. The default folder is C:\intelect\INSITE\Export and the default name format is I-[year][month][day]-[second].csv. Click Save.
     

Backup Work Order Images

1. Manual Backup:
   • Backup the following files:
     • C:\Intelect\INSITE\Workorders\*.*
     • C:\Intelect\INSITE\UserSettings\Data.wo
2. Restore Backup:
   • For a new install, replace the current Data.wo file with the backup before using INSITE. Place a backup copy of work order images in C:\Intelect\INSITE\Workorders.
   • If work order images already exist, rename the current Data.wo file and replace it with the backup Data.wo file. The latest Data.wo file is required to view the images.

Email Work Order Images

1. Open INSITE:
   • Navigate to the left panel and click on Work Orders/ECM Images/ECM Templates.
     
2. Enter Site Location:
   • If prompted, enter your site location. This field can be left blank. Click OK.
     
3. View Work Order Images:
   • The work order images will be displayed. Expand the Work Order/ECM Images screen to view them.
     
4. Select Images to Email:
   • Hold down the Ctrl key while selecting multiple work order images. Right-click on the selected images and choose Email Images.
     
5. Export and Attach Files:
   • If the images have not been exported, INSITE will create two files for each image: an .eif and a .csv file with default names I-[year][month][day]-[second]. INSITE will open your email program and attach these files. Enter the recipient’s email address and any comments, then send the email.
   • If the images have been exported previously, INSITE will ask if you want to copy or replace the existing files. INSITE will then attach these files to your email.