Add Documents to Assets

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.

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:

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 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.