Assets Setup Guide (Beta)

To ensure data consistency, you can define categorizes the type of document associated with the asset, such as manuals or certificates, as well as a naming convention that automatically generates and maintains standardized Asset IDs across assets.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Default Fields tab.

4. Click the caret to expand Attachment Type.

5. Click Edit.

6. Modify the options for the Attachment Type as necessary:

   • To rename an option, click into the Name field and make your changes.

   • Select or clear the Active checkbox to activate or deactivate the attachment type.

   • To add an option, click Add Option.

   • To delete an option, click the Delete icon.

7. Click Save.