How to add Documents
- Go to Resources > Documents
- Click +Add new Document
- Enter a document name
- Select a Document type using the dropdown menu
- See the table below for a description of each document type
- You can only upload an attachment if the Document Type is Attachment
- Optionally, add Tags
- This is useful when you want to search or filter for similar documents
- Document tags are also used to determine which documents workers should have access to
- Optionally, make it Public
- Turning this on will make it available to all workers in the mobile app
- Save
How to delete Documents
⚠️ Note: When you delete a document, it will also delete any links it had with clients, projects, equipment, or suppliers that used that document.
- Go to Resources > Documents
- Next to the document you want to delete, tap the
icon
- Delete
- OK
Document Types
If you want to upload a document to a Client, Project, Supplier, or Asset, choose:
| Document Type | Description |
| 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 want to share an attachment with workers on-site, then choose:
| Document Type | Description |
| Attachment | Generic document attachment that is visible globally. |
Add Documents to...
| Article Link | |
| Projects | Add Project Documents |
| Suppliers | Add Supplier Documents |
| Clients | Add Client Documents |
| Assets (Equipment) | Add Asset (Equipment) Documents |
| Attachments | Add Attachment Documents |
| Workers | Add a Document to a Worker |