Document Upload - The Edit Screens

A Document Upload button appears on the toolbar in the Edit screens in the following modules: Work Orders, Assets, Schedules, Materials, Purchasing, Resources, Procedures, Vendors, Contracts, Departments, and Utilities. The Document Upload examples discussed in this help page will come from Asset Edit.

If you do not have access to the Document Manager utility, then the button appears in gray and cannot be clicked.

The Document List

If an asset, asset group, or procedure has a document uploaded to it and it's attached to a work order, when you click Document Upload in the Work Order Edit screen, the Document List pop-up window opens.

Clicke of the available buttons (Asset or Model) to go to the Document Manager.  If no Asset, Asset Group, or Procedure is entered then you are taken to the Document Manager for the work order.

Note About Vendor Document Upload

If a vendor has a document uploaded to it (and the Show Vendor Model Numbers option is selected in Setup > General > Options), when you click Document Upload in the Vendor Edit screen, the Document List pop-up window opens.

Click Vendor to upload documents to the vendor.  Click Model to upload documents to the selected Model Number in the drop-down menu on the dialog window. The drop-down menu of model numbers contains all of the model numbers associated with the vendor.  If Show Vendor Model Numbers is not checked, you will not see the Document List pop-up window.