Site Documents

Manage site-related schematics, photos, and other important documents directly from the Site Documents page. View, download, and update these files, which are linked to various site elements like work orders and audits.

Navigate to Sites > Site Documents.

The smart table displays the following:

  • Name: File name.

  • Linked to: Element the file is linked to, such as a work order or site audit.

  • Site name: Site the file associates.

  • Site description

  • Work order #: Work order number associated with the file.

  • Asset tag: Asset related to the file.

  • Location: Asset location.

  • Uploaded by: Person who uploaded the file.

  • Date uploaded: Date the file was uploaded.

  • Type: The type of file it is, such as photo, schematic, and so on.

  • Restricted: Indicates whether the file has restricted access.

  • Document folder: Folder where the file is.

Download file

  1. Go to Sites > Site Documents.

  2. Click the down arrow, next to the file name.

    The file starts downloading.

Open file

  1. Go to Sites > Site Documents.

  2. Click the up arrow, next to the file name.

    A new window open for you to view the file.