Manage Files and Documents for an Asset
Click on the 'Files' button available in the View page of an Asset in order to view the list of Files that have been added for the Asset as shown in Figure 1.
In the Files page of an 'Asset', you can see a set of buttons and the uploaded files as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.
||Click to filter and view selected files|
||Click to return to the Asset details page|
||Click to download all the files that have been uploaded|
||Click to upload a new file|
||All the available files are displaying in a grid view by default|
||Click to view the files in a list view|
||The title of the uploaded file|
||Click to view, edit or delete a file|
||Click to sort the files alphabetically or by date in an ascending or descending order|
Add File for an Asset
To add a new file for an Asset, click on the '+' button as shown in Figure 3.
Fill in the following details with respect to the files as mentioned in the below table and click on the ‘Submit’ button as shown in Figure 4.
||Required||Enter the title of the file|
||Required||Choose the desired file from your system|
||Optional||Select multiple users from the auto suggestion multi-select box|
Now you can view the file in the list page of Files as shown in Figure 5.
To download all the Files uploaded for an Asset, click on the 'Download' button as shown in Figure 6.
To apply a filter and view selected files, click on the 'Filter' button as shown in Figure 7.
Then, enter or select values in the respective fields available in the 'Filter Documents' window and click on the 'Filter' button as shown in Figure 8. In this screen you can also find a list of fields related to Files. There is a checkbox against each field name. Check the fields which you want to be available in the downloadable spreadsheet.
View a File
To view a file, click on the '3 Dots Menu' and then click on the 'View' link as shown in Figure 9.
Upon doing so, you will be redirected to the view file page where you can view the users' names with whom the file has been shared and you can also download the file by clicking on the '
Click on the 'Back' button to go back to the files page as shown in Figure 11.
Edit a File
To edit a file, click on the '3 Dots Menu' and then click on the 'Edit' link as shown in Figure 12.
In the 'Edit File' page, edit the requisite details and click on the 'Submit' button as shown in Figure 13 to save your edits.
Archive a File
To archive a file, click on the '3 Dots Menu' and then click on the 'Delete' link as shown in Figure 14.
Upon doing so, the 'Archive File' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 15. To archive the file, click on the 'Proceed' button otherwise click on the 'Cancel' button.
Click on the 'List View' button in the Files page as shown in Figure 16.
The List View allows you to view the Files in list view as shown in Figure 17. Each file can be viewed/downloaded, edited and archived in the list view page as well as in the grid view page by using the 3 Dots Menu.
Click on the 'Sort By' button as available in the Files page as shown in Figure 18.
All the sorting options will be visible to you as shown in Figure 20. You can sort the files alphabetically or by ascending or descending order of date.