Manage Asset Attachments in the Company Assets Tool

Attachments allow you to store essential documents such as owner and maintenance manuals, warranty certificates, drawings, specifications, and photos directly within an asset record, ensuring teams have consistent access to the right information throughout the asset’s lifecycle while improving efficiency, collaboration, and compliance.

• Required User Permissions

• Adding Attachments

  • You can add attachments from your computer or the Company level Documents tool.

• Deleting Attachments

  • Attachments added to an Asset Type in the Project level Assets tool cannot be deleted from an individual Asset.

• Viewing Attachments

  • You can view attachments added at both the company and project level.

  • Supported file types open in a viewer in a new tab. If preview is not supported, the file is downloaded automatically.

  • Attachments added from other Procore tools will always show the most recent version.

• Configure Attachment Types

• Add Attachments to a Single Asset

• Bulk Add Attachments

• Delete Attachments

• Edit Attachments

• View and Download Attachments

1. Navigate to the Company level Assets tool.

2. Initiate Adding the Attachment.

   • From the Asset Register, click the Attachment icon next to the asset.

   • Click the asset ID to view the asset's details, and click the Attachments tab. Then click Add Attachments.

3. Choose the source for your file:

   • My Computer: Upload one or more files directly from your device.

   • Company Documents: Link to a file stored in the Company level Documents tool.

4. Click Attach.

5. Select an Attachment Type for each document.

6. Click Save to complete the upload.

1. Navigate to the Company level Assets tool.

2. Mark the checkboxes next to the assets you want to attach files to.

3. Click the Add Attachment icon in the bulk actions menu.

4. Choose the source for your file:

   • My Computer: Upload one or more files directly from your device.

   • Company Documents: Link to a file stored in the Company level Documents tool.

5. Click Attach.

6. Select an Attachment Type for each document.

7. Click Save to complete the upload.

1. Navigate to the Company level Assets tool.

2. Click the asset ID to view the asset's details.

3. Click the Attachments tab.

4. Click the delete icon next to the asset.

5. Click Delete to confirm.

1. Navigate to the Company level Assets tool.

2. Click the asset ID to view the asset's details, and click the Attachments tab.

3. Select a new attachment type.
   Updates are automatically saved.

1. Navigate to the Company or Project level Assets tool.

2. Click the asset ID to view the asset's details.

3. Click the Attachments tab.

4. Click any of the attachment hyperlinks to open the file in a new window.

5. Optional: Click the download icon to download the file to your computer.