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    Home  >   FAQs   >  How do I add a document from an asset record?
    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 Work Order from an Asset record?

    How do I add a document from an asset record?

    Table of Contents
    Follow these steps to add a document:
    1. Click the Main Menu.
    2. Go to the Inventory tab.
    3. Select the Assets module.
    4. Open any Asset record.
    5. Click the More 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 the list.
      2. Create Documents
        1. If you want to add a new document, select this option.
        2. Fill in 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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