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Documents

Attach versioned files to assets, locations and classes, with expiry dates.

Overview

Documents are versioned by group: uploading a new version keeps the earlier ones. A document can be attached to an asset, a functional location or a whole class. Types are whitelisted and checked by content, files are limited to 100 MB and downloads need a login; they are never served statically.

Documents in the Fixed Assets module.

When to use documents

  • You keep manuals, drawings, certificates or photos with the equipment.
  • You want a reminder before a certificate expires.

Step by step

In Assets, open Assets → Documents.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • assets.document.manage
  • assets.asset.read

Automation

  • Changes on this screen are written to the asset audit trail and the asset timeline.