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Add documents and images to assets

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

Why add documents and images to assets?

Adding documents and images to assets helps teams access and share information by providing additional context that text fields alone may not capture. This also provides a complete view of an asset's lifecycle, aiding in better decisions on utilization, refurbishment, and replacement of assets. Additionally, teams can add QR codes for quick access to asset profiles. Scanning these codes directs team members to the asset profile, simplifying inspections and action creation by automatically populating the asset and site details.

You can attach the following supported file types: JPEG/JPG, PNG, and PDF. You can also add up to 15 images and documents at a time.

Add a document or an image to an asset

  1. Log in to the web app.

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

  3. You can choose how you want to view your assets by selecting between Table view iconTable, Assets gallery view iconGallery, and Assets map viewMap on the upper-right of the page. You can also filter you assets by type or site.

  4. Select the asset you want to add a document or an image to.

  5. Click Documents or Images at the center of the page.

  6. Click Plus iconAdd on the right-hand side of the page.

  7. In the pop-up window, drag your files or click browse.

  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. You can choose how you want to view your assets by switching between List iconList, Assets gallery view iconGallery, and Assets map viewMap on the upper-left of your screen.

  5. Filter your assets by type or site. Alternatively, you can also scan a barcode or a QR code to find an asset.

  6. Tap the asset you want to add a document or image to.

  7. Tap More vertical icon and select any of the following options:

    • To take a photo: Tap Camera (media) iconTake photo and proceed accordingly. Tap Done at the upper-right of your screen.

    • To upload an image: Tap Image iconSelect images, select your images, and tap Add at the upper-right of your screen.

    • To attach a document: Tap PDF iconSelect PDF and proceed accordingly.

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