How to add Documents to Assignar
- Under Resources, navigate to the Documents page.
- Tap Add new Document
- Enter a document name
- Select a Document type using the drop down
- Optionally, add Tags. This is useful when you want to search or filter for similar documents.
- Optionally, make it Public. Turning this on will make it available to all workers in the mobile app.
Which Document type should I choose?
If you want to upload a document to a Client, Project, Supplier or Asset, choose either:
|No Expiry||Select this if the document does not require expiry alerts.|
|Date Expiry||Select this if the document requires date-based expiry alerts. For example, annual registration renewal.|
|Number Expiry||Select this if the document requires number-based expiry alerts. For example, 1000 km service or 1000 operating hours service.|
|Date and Number Expiry||Select this if the document requires either date or number-based expiry alerts, whichever comes first. For example, 10,000 km service, or renewal at 30 Jun.|
If you simply just want to share an attachment with workers on site, then choose
|Attachment||Generic document attachment that is visible globally.|