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Add or remove assets from sites

Learn how to add assets to sites via the web app and the mobile app.

Why add assets to sites?

Adding assets to sites helps you organize your list so that you can easily find out which assets belong to which location or project. The association between assets and sites also improves your inspection experience. Based on the site you select, the dropdown menu for the Assets question will be filtered to show assets from that site first.

An example of an inspection's asset dropdown menu filtered by the selected site on the web app.

Each asset can only be added to one site. If you're on the web app, you can add assets to sites using the "List" view.

When managing several assets, you can also bulk upload assets with sites or bulk edit assets to include or remove sites.

Add an asset to a site

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Check the box of the asset you want to add to a site. You can also select multiple assets by checking the box on the asset list table header, and also click Select all assets if you want to include the rest on your list.

  4. Click Site iconAdd to site on the lower-right of the page.

  5. In the side panel, click the dropdown menu and select the site.

  6. Click Save and apply.

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the lower-right corner of your screen.

  3. Select Assets cube iconAssets from the list of options.

  4. Find the asset you want to add to a site. You can choose how you want to view your assets by switching between image and image on the upper-right of your screen.

  5. Tap the asset.

  6. Tap image at the upper-right of your screen and select Edit asset.

  7. Tap the dropdown menu under "Site" and select the site. Add an asset to a site via the mobile app.

  8. Tap Save at the upper-right of your screen.

Remove an asset from a site

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Check the box of the asset you want to remove from a site. You can also select multiple assets by checking the box on the asset list table header, and also click Select all assets if you want to include the rest on your list.

  4. Click Cross/close/clear iconRemove from site on the lower-right of the page.

  5. In the pop-up window, click Remove.

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the lower-right corner of your screen.

  3. Select Assets cube iconAssets from the list of options.

  4. Find the asset you want to remove from a site. You can choose how you want to view your assets by switching between image and image on the upper-right of your screen.

  5. Tap the asset.

  6. Tap image at the upper-right of your screen and select Edit asset.

  7. Tap the dropdown menu under "Site" and tap Clear selections

  8. Tap Save at the upper-right of your screen.

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