How do I upload documents?

1. Upload document to a work order
2.Upload documents to an asset
3. Manage uploaded documents
4. Limitations
5. Troubleshooting

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When to use this

Use this when you need to:

• Attach documentation (manuals, images, reports) to an asset
• Add supporting files to a work order
• Make documents available for others to download

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Upload documents to a work order

Steps

1. Open the relevant work order card.
2. Navigate to the Documents tab.
3. Upload a file by either:
   • Clicking to select a file, or
   • Dragging and dropping the file into the upload area.
   
   
   

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Upload documents to an asset

Steps

1. Open the relevant asset card.
2. Go to the Documents tab.
3. Upload a file by:
   • Clicking to upload, or
   • Dragging and dropping the file.

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Manage uploaded documents

Once a document is uploaded, it will appear in the document list with the following details:

1. File name
2. File size
3. Uploaded by (user)
4. Upload date and time

 

Available actions

1. Download: Use the download button on the left.
2. Open the contect menu on the right side:

1. 1. Edit display name.
   2. Enter a new name and save.

3. Delete document

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Limitations

• Documents cannot be linked from other locations.
• Only direct file uploads are supported.
• Maximum file size: 10 MB.

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Troubleshooting

Cannot upload a document

• Ensure the file size does not exceed 10 MB.
• Check your permissions.

Document not visible after upload

• Refresh the page or confirm the record was saved.

Unable to edit or delete document

• Verify that you have sufficient permissions (administrator or editor access).