Add Documents to Assets

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Add a document via drag and drop

To add a document to an Asset, view the Asset, then drag and drop the file (from a drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

 

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Add a document from clipboard

Right click on the document and select copy.

 

With the Asset in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

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Once added, the document will be accessible via that Asset’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the job. That number will increase as more documents are added to the job.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the Asset Documents tab, as follows:

open the Asset in Add or Edit mode

go to the Documents tab in the footer

select Add New, or Link Existing

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a cardfile

Unlink a document (ie. remove the link) or delete a document from a job in this manner:

open the Asset in Edit mode

go to the Documents tab

select the document from the grid

select Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

How to

Add an Asset

Add an Item

Add Documents to Assets

Link Templates to Assets