Adding Documents

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Documents may be stored at the level of an individual asset.

 

NOTE: Any document added to Prime will be stored under the "Other Documents" tab.

 

To attach a document to an asset:

 

Either:

 

1.Highlight the appropriate schedule from the Site List and select "Schedule Schedule For" from the Side Bar.
2.Click on the appropriate asset and select "Documents Documents For" from the Side Bar.
3.Move to the "Other Documents" tab.
4.Toggle Edit Mode to ON.
5.Right-click in the Data Area, and select "Documents Add Document" from the subsequent menu.
6.Navigate to, and select, the required file(s).
7.Click Open.
8.Complete the Document Details form for each document added:

 

       docdetails attach

       

       Select whether to save the document in the Prime database (In database) or as a live link (As link) into the local computer. (NOTE: Saving the file as a link means that any changes made to the original document will be reflected in the document displayed by Prime).

9.Click OK to save the document and then click the Refresh icon (Refresh).  The new document will now appear on the "Other Documents" tab.  (NOTE: The Document Date field reflects the date the document was created and NOT the date the document was uploaded to Prime.  The Document Date field can be amended via the Document Properties option).

 

Or:

 

1.Highlight the appropriate schedule from the Site List and select "Schedule Schedule For" from the Side Bar.
2.Toggle Edit Mode to ON.
3.Click on the required asset(s).
4.Right-click on the (one of the) asset(s) and select "Documents Attach Documents" from the subsequent menu.
5.Navigate to, and select, the required file(s).
6.Click Open.
7.Complete the Document Details form for each document added:        

       

       docdetails attach

 

       Select whether to save the document in the Prime database (In database) or as a live link (As link) into the local computer. (NOTE: Saving the file as a link means that any changes made to the original document will be reflected in the document displayed by Prime).

8.Click OK to save the document and return to the Schedule view.  (The Document will now be available via the "Other Documents" tab on the "attach documents Documents For" screen for the asset(s)).