Configure Default Fields for Assets

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 standardized Asset IDs.

• Required User Permissions

• Configure Attachment Types

• Configure Naming Standard

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.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Assets.

3. Click the Default Fields tab.

4. Click the caret next to Naming Standard to expand the section.

5. Click Create.

6. Modify or create options for the Naming Standard as necessary:

   • Click the Add icon, to add or remove default fields to define your naming standard. Click Save Changes.

   • Click the X icon to delete the Asset Field.

   • Click Configure Field Values to manage fallback values and formatting rules to ensure your Asset IDs generate consistently. Click Save Changes.

   • Select the Separator value from the dropdown list.

7. Review the preview, then click Save.