What are asset documents

What are asset documents

Store all asset-related documents in the Documents tab for easy access. Whether it's warranty certificates, instruction manuals, asset reports or anything else, Vault Synapse's Documents module allows you to browse and upload files from your desktop or from any of your cloud storage applications. You can also edit, deactivate, or share documents with your co-workers or external participants.  

You can search for a document in three different ways:    

• Manually – Select the relevant document from the list.  
  
• Using filters – Use filters to help narrow down your search. Filter documents by the states of active, inactive, or both. 
  
• Grouping – Group documents by Tag, Year or Month of Year. 
  

How to upload a document

To upload a document, go to the Assets module, click on Assets, and open the asset for which you want to upload a document. Next, click on the Documents tab inside the asset.   

Click on Add New in the top right corner.    

An Add New Document modal window will pop up.     

• Title – Give the document a name.    
  
• As of Date – This date shows when a document has been uploaded or the date from which this document is active.    
  
• Tags – You can add tags to documents to easily identify the type of content.   
  
• Attachment – Upload your documents here.    
  

Click Save or Save & New if you want to add another document. Your new document will now appear in the documents list.  

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.  

Note! A user can access the document information only with the relevant permissions/access rights given by the administrator.