Uploading Documents
Add and attach documents
4 min read
Upload documents from the Documents module or directly from an asset, work order, or project detail page.
Upload Steps
- Navigate to Documents → Upload or open an entity detail page
- Click ‘Add Document’
- Select the file (PDF, Word, image, etc.)
- Fill in name, type, and optional category
- Set an expiry date if the document expires (certificates, warranties)
- Click Save
Tip
Choose External link instead of Upload file to register a document that lives in another system (e.g. a read-only DMS) by URL — no file is stored, and the link opens in a new tab.
Tip
Linking a document to an asset or work order makes it instantly accessible from that entity’s detail page.
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