Linking to Assets & Projects

Documents can be linked to assets, work orders, locations, projects, or preventive maintenance schedules, making them accessible from anywhere in the system.

How to Link

1. Open the document detail page
2. Use the Entity field to select the linked entity type (Asset, Work Order, Project…)
3. Search and select the target entity
4. Save — the document appears in that entity’s Documents tab

Inherited by generated work orders

External links and documents attached to a preventive maintenance schedule (or to an asset) appear automatically, read-only, in the Files tab of every work order generated from that schedule — grouped under "From the maintenance schedule" and "From the asset". Technicians reach procedures, manuals, certificates and permits without re-uploading anything, and you keep a single source of truth: update the link once and it changes everywhere.

Share one document with several records

A file uploaded once can be attached to as many records as you need — one manufacturer datasheet across eight identical pumps, for example. There is only ever one file: update it once and every record shows the new version.

1. From a record (asset, project, preventive schedule…), open its Documents tab and choose “Attach existing”, then pick the file from your library
2. Or from Documents, open the file's row menu and choose “Attached records” to see every record it appears on and add more — several at once
3. Removing it from one record leaves the file and its other links untouched