Vault provides the ability to store files relating to Transport items (e.g. copies of purchase receipts or warranty documents) within the item’s record in the Transport Register. This article explains how to manage this.
You will learn how to:
- Add a file to a Transport Item
- Edit a file
- Delete a file
Begin at the Transport Register. This is found under Assets in the Menu Bar:
Locate the Item involved and click Actions, then Edit:
Then, click on the Files tab. The Register shows any existing files:
To add a new file stored locally on your computer, click Add file. Drag and drop the file to the shaded area, or click to locate the file. Vault will store a copy of the file:
To add a link to a document stored on a server, click Add URL, enter the name of the document and enteror paste the file’s address or URL. Then, click Save. Vault will add the link to the register:
To view an existing file, simply click the Title of the file.
To edit the Title or delete the file / URL, click Actions, then select the appropriate option:
Once all file activity is complete, click Save to return to the Transport Register.