Documents
Overview
The Documents tab allows the User to attach files to the asset. The files can be attached as links or copied to the myData shared directory.
This is an asset specific document.
All Asset Category specific documents or general documents can be stored under the Manual Management tab.
Refer to Manual Management.
Most file types can be attached, including CAD files (.dgn, .dxf, .cc6, .dwg. etc.), Word Documents, Spreadsheet files or PDF files.
In addition, Users can add links to Web pages.
To add a Document select Add:
- Select the Document Path
- Select the Category
- Add a Description and Save
Bulk Attaching Documents
- Select the Documents tab
- Select Bulk Add
- Select Add Document(s)
- A file browser will now open allowing the user to select many document files
- Select the Unlock category and description check-box to enter the following attributes for all Documents in the import list.
- Category i.e. Inspections
- Subcategory i.e. Buildings
- Description i.e. West wing
- Click Save
The Documents will now be copied to the myData shared directory and new entries will show up in the Documents tab
Adding a Document Link
To add a Document select Add:
- Select the the Create URL option
- Give URL Link a name
- paste or type the URL link in
- Select the Category
- Add a Description and Save
Deleting an attached Document
- Select the Documents tab
- Select Delete
- Select Yes in the warning message
The Document will now be deleted from the myData shared directory and removed from the Documents tab
