AssetWise CONNECT Edition Help

To Add Documents to an Object

Documents can be added to AssetWise CONNECT Edition objects such as assets, tasks, files, and other objects for example.

Follow these steps to add a document to an object.

  1. Open the object to which you want to add a document.
  2. Select the Documents tab. This tab displays all documents associated with the object.
  3. From the Actions menu, select New document . The New Document dialog appears.
  4. Select the Intrinsic/Class from the list. By default, a title is entered into the box.
    Note: This field is required.
  5. In the Title box, enter a new title for the document, or accept the default description.
    Note: This field is required.
  6. In the Revision box, you can enter a revision number for the document, or leave it blank.
  7. In the Approval Status box, select an approval status from the list.
    Note: This field is required.
  8. In the Description box, enter information that helps to identify the document.
  9. You can provide Effective From and Valid Until dates by clicking the calendar icon ( ), and selecting an appropriate date.
  10. You can enter one or more Relationship Type in the box.
  11. When you are finished, click Save ( ).
The document is created and associated with the object.
Parent topic: Working with Objects