Add File to Plant / Equipment Item - Vault

OVERVIEW
Vault provides the ability to store files relating to Plant and Equipment items (e.g. copies of purchase receipts or warranty documents) within the item’s record in the Plant and Equipment Register. This article explains how to manage this.

You will learn how to:

• Add a file to a Plant / Equipment Item
• Edit a file
• Delete a file

PROCEDURE

Begin at the Plant / Equipment 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 enter or 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: