Asset Info - Documents

The Portfolio > Asset Register tab > select Asset >Documents tab in Asset Info shows you the documents associated with the selected asset.

For each document you are shown the following information:

  • External ID - the unique identifier created by Asset Management when the document is uploaded.

  • Name - the name of the document uploaded.

  • Created At - the date and time the document was uploaded.

  • Created By - the name of the user who uploaded the document.

  • - select this for the following options:

    • More Information - select to show the document information and meta data stored against the document in the Document Vault.

    • Download - select to download the document.

To attach a new document to the asset, select Upload:

There is an upload limit of 50 documents at a time.

  1. In the Asset Register select an asset.

  2. The Asset Info panel appears, select Upload.

  3. The Upload Document dialog appears.

    You can either:

    • Drag and drop the file into the dialog.

    • Select Click to select files, browse and select the required file or files, select Open.

  4. The file appears in the Upload Document dialog.

    You can:

    1. +Add Custom Metadata - select to add additional fields against the file when it’s stored in the Document Vault. Select the Select an option field and pick a custom field from the dropdown list, which is populated with the custom field available in the Document Vault. Then enter the relevant text into the Enter text field.

    2. - select to delete the file from the Upload Document dialog.

    3. Document Name - change the name of the file, if required.

    4. Description - enter a description of the file, optional.

  5. Select Upload.

  6. The file, or files, are uploaded to the Document Vault and are added to the Documents tab.