FAQs in this section
How can I create an asset?
How can I share an asset?
How can I add a case from an asset record?
How can I export an asset record?
How can I print an asset record?
How can I change the template of an asset?
Is the Assets module available for the Sales Starter edition?
What are Assets?
What are the benefits of assets?
Can I create an Asset from Quick Create?

How can I add a document from an asset record?

Follow these steps to add a document:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. Open any Asset record.
  5. Click the Do button in the Summary View.
  6. Click Add or Create button.
  7. Select Documents.
  8. Here, you will see two options on your screen:
    1. Select Documents
      1. If you want to add an existing document, select this option.
      2. Hover over a record in the list of all existing documents to display the radio buttons.
      3. Click the radio button on the left side of the record to select the record.
      4. Click Add Selected button present below of the list.
    2. Create Documents
      1. If you want to add a new document, select this option.
      2. Fill all the necessary details.
      3. Click Save.
The linked document will be seen in the Documents widget in the Summary View of the asset record.
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