Linked Documents

The Documents tool shows documents that are linked to the selected objects and enables the user to attach new documents.

How To View and Add Linked Documents

1. Highlight one or more records in the Data Table.
2. Click . The following pop-up appears:

   

   Each asset highlighted in the Data Table appears in a list. Directly below each asset is a list of associated documents and preview images (if available).

3. Click on a document to open it using the computer's default program for that type of document.
4. Click the Add button to add a document.
5. Browse to the document and click OK. The document is now linked to all Assets in the document pop-up.

   Note: When a user attaches a document to an object, the document's location does not change. Lucity simply stores the document's current location for future reference.

   Note: In the example above, the documents are located on the C drive of the user's computer. Thus, these documents will only be available to this user, on this computer. Talk to a system administrator to determine where to store documents so that they are available to all users on all computers.