Add a document to an asset

  • Updated

Attach a document to an asset to track registrations, service records, compliance certificates, or any file associated with that asset.

Before you start

  • The document must already exist in Assignar - See add a document first →
  • The fields shown on the form depend on the document type set when the document was created
  • Need expiry alerts? Make sure the document type is Date expiry, Number expiry, or Date and number expiry before attaching

Steps

  1. Go to Resources > Assets / Attachments
  2. Click the asset name to open it in the side panel.
  3. Click the expand icon (top right of the panel) to open the full asset detail page.
    • If you can’t see the Documents tab, make sure you’ve clicked the expand icon first - it doesn’t appear in the panel view
  4. Select the Documents tab.
  5. Click + Add new Asset Document.
  6. Select the document from the Document dropdown.
  7. Enter a Label - a short description for this specific attachment (e.g. “Registration 2026” or “2000km Service”).
  8. Complete the expiry fields shown (these depend on the document type):
  • No expiry - no expiry fields shown, just Label and Attachment
  • Date expiry - set Expiry Date and Alert Date
  • Number expiry - set Expiry Number and Alert Number
  • Date and number expiry - set all four fields
  1. Optionally drag and drop a file attachment (max 50 MB).
  2. Click Save Asset Document.

What happens next

  • The document appears on the asset’s Documents tab.
  • If expiry fields were completed, Assignar will send an alert when the Alert Date or Alert Number is reached.

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