To Create a Document

You can create documents that can be associated with any object in AssetWise, such as assets, activities, and organizations, for example.

Documents can be created directly from Documents tile, or via the Documents tab on an object's page. For more information about associating documents to an object, see Adding Documents to an Object.

To associate an existing document to an object, see Adding Existing Documents to an Object.

To create a document that allows users to comment and reply, see Commenting.

Follow these steps to create a document from the AssetWise CONNECT Edition Launch Pad.

From the Documents tile, select New document. The Create new document page appears.
On the Navigation bar, accept or edit the current data scope.
On the Attributes tab, select the Intrinsic/Class from the list.
Note: This field is required.
You can enter an Intrinsic/Middle value in the box provided.
In the Title box, enter a new title for the document, or accept the default description.
Note: This field is required.
In the Revision box, you can enter a revision number for the document, or leave it blank.
In the Approval Status box, select an approval status from the list.
Note: This field is required.
In the Description box, enter information that helps to identify the document.
You can provide Effective From and Valid Until dates by clicking the calendar icon ( ), and selecting an appropriate date.
When you are finished, click Save Changes ( ).

The document is created.