FAQs in this section
How do I create an asset?
How do I share an asset?
How do I add a case from an asset record?
How do I export an asset record?
How do I print an asset record?
How do 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?
How do I create an Asset from Quick Create?
How do I add a document from an asset record?
Table of Contents
Follow these steps to add a document:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Assets module.
- Open any Asset record.
- Click the More button in the Summary View.
- Click Add or Create button.
- Select Documents.
- Here, you will see two options on your screen:
- Select Documents
- If you want to add an existing document, select this option.
- Hover over a record in the list of all existing documents to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below the list.
- Create Documents
- If you want to add a new document, select this option.
- Fill in all the necessary details.
- Click Save.
- Select Documents
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