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Attach documents to an asset

Attach anything a technician standing in front of the equipment would want: the operation and maintenance manual, the data sheet, the warranty, a photo of the nameplate. Everyone who can open the site can open the documents. Only Master can add, rename or remove them.

The asset must be saved first. On a new asset the tab shows "Save the asset first, then attach files."

Upload a file

  1. Open the asset and go to the Documents tab.
  2. Click Upload file and choose the file.
  3. In Name this document, enter the name a technician would call it, for example "O&M manual" or "Nameplate photo".
  4. Click Upload. A bar shows the progress.
  1. On the Documents tab, click Add link.
  2. Enter a short label and click Next.
  3. Paste the web address and click Save.

The document stays where it is kept. Matrise does not store or check it.

Open, rename or remove a document

  • Click a document's name to open it in a new tab. Documents are also listed under the asset in the Assets list and in the element's Properties.
  • Click the pencil, Rename, to change its name. In Rename document, enter the new name and click Save.
  • Click the cross, Remove. In Remove document?, click Remove.