Add or Delete a Document

  • Updated

How to add Documents

  1. Go to Resources Documents
  2. Click +Add new Document
  3. Enter a document name 
  4. Select a Document type using the dropdown menu
    • See the table below for a description of each document type
  5. 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
  6. Optionally, make it Public
    • Turning this on will make it available to all workers in the mobile app
  7. Save

You can now add documents

 

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. 

  1. Go to Resources Documents
  2. Next to the document you want to delete, tap the icon
  3. Delete
  4. 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

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