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.
- Open the object to which you want to add a document.
- Select the Documents tab. This tab displays all documents associated with the object.
- From the Actions menu, select New document . The New Document dialog appears.
- Select the Intrinsic/Class from the list. By default, a title is entered into the box.
- In the Title box, enter a new title for the document, or accept the default description.
- 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.
- 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.
- You can enter one or more Relationship Type in the box.
-
When you are finished, click
Save (
).