The Assets module allows you to upload and store important documents relating to your Assets e.g. manuals, insurance certificates, lease agreements and service receipts. This guide explains how to upload a document to your Assets.
1. Navigate to the Assets home screen. Click on the Asset Avatar or Label to open the Asset Info page for the Asset you would like to upload documents for
2. Select the Docs Tab
To upload a file either:
3. Click on the Choose File button and navigate to the required file, select and click open in your file selector. File finder window will automatically close and the file will upload to Platform (Note: an upload progress bar will display as the file uploads)
OR
Drag and drop the file you wish to load onto the Docs tab
Once uploaded the file/document will appear in the table under the Docs tab.
- To edit the file name click in the file name field for the uploaded document.
- To add notes to the uploaded document click in the field under the file name as below
- To download an uploaded document, click on the download button next to the document in the D/L column
- To preview the document in your browser, click on the Preview image for the document and it will open in a new browser tab
- To delete the document from the Asset, click on the Trash Can icon next to the document
Note: the maximum size of document you can load is 10MB