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.
- 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
- Select the Docs Tab
- To upload a file either;
- Click on the Choose File button;
- Your file finder window will open
- Navigate to the file that you would like to upload, select it and click open in your file selector
- The file finder window will automatically close and the file will upload to Platform (Note: an upload progress bar will display as the file uploads)
- Drag and drop the file you wish to load onto the Docs tab
- Click on the Choose File button;
- Once uploaded the file/document will appear in the table under the Docs tab
- You can edit the file name by clicking in the file name field for the uploaded document
- You can add notes to the uploaded document by clicking in the field under the file name field
- If you would like 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