Linking to Assets & Projects
Associate documents with entities
3 min read
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
- Open the document detail page
- Use the Entity field to select the linked entity type (Asset, Work Order, Project…)
- Search and select the target entity
- Save — the document appears in that entity’s Documents tab
Tip
Attach all project-related SOPs and compliance docs to the project record to keep everything in one place.
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.
Tip
Store manuals and procedures once on the schedule or asset and link to your external EDMS by URL — no duplicate uploads, and edits propagate to every work order automatically.
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