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Documentation

  

 

The Documentation tab is designed to manage and organize all related documents for a specific asset. It allows uploading, viewing, and reviewing of various file types such as contracts, manuals, certifications, and images related to the assets. This tab helps ensure that all documentation is centralized and easily accessible.

The Documentation tab can be accessed in the Fixed assets, Small Tools and Register-Fixed Assets in Acquisition registers.

 

Hint

Examples of how to use the Documentation tab are described on the corresponding pages of the User Manual.

 

Table of contents

  1. Documentation Fields
  2. Documentation Sub-Tabs
  3. Documentation Preview

 

 

1. Documentation Fields

Displays general document metadata. For a complete description of each field, refer to the Documents table.

2. Documentation Sub-Tabs

The Documentation Tab includes multiple sub-tabs, each offering a specific view or functionality to support document management and asset-related information.

Links

Displays hyperlinks to Linked documents. See Links.

If a Fixed asset is transferred to the Fixed Assets Register from a purchase document using the Wizard option – Transfer to Fixed Assets, the related documentation, invoice, etc. will also be displayed in the Fixed assets register for the individual inventory number.

Metadata Shows document Metadata such as type, creation date, author, etc. See Metadata.
Files Lists all uploaded documents and allows uploading of new Files. See Files.
Chat Log Provides a log of document-related changes and the users who made them. See Chat Log.
Local Files Displays files stored locally on the workstation. See Documentation (the General tab).
Subject Documents Shows documents that are linked to the subject associated with the asset. See Subject Documents.

3. Document Preview

 

Documents can be previewed directly within the PANTHEON. Supported file types can be opened and viewed without needing to download them. For detailed description see Document preview.

 

 

 

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