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How do I Attach/Move documents to Status Entry from Search of Asset Management Centre?

Table of Contents :

How do I Attach/Move documents to Status Entry?

1. Login to your account using the username and password provided.
2. Hover over the Commercial Management tab.  
3. Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.  
4. Go to Manage By dropdown and Select Manage By Date option from List.  
5. Click on SEARCH button. It will open new window.
6. In the new window, write the file name in the keyword area.  
7. Select the fields as per requirements.
8. If you want to use other search options then choose it from available options.
9. Click on SEARCH button. It will show you multiple results in bottom section.
10. Select documents that you want to attach/move.  
11. Go to Attach/Move To options. It will show you other options. select required details.
12. Click on ATTACH TO STATUS ENTRY button. It will open new window.  
13. In new window, you have a list of rows available into grid. Select one or multiple row where you want to attach document.
14. Click on ATTACH button.  
15. After clicking on Attach button, If same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on OK button, then the attach process will be done.
16. It will show a popup message. Click on OK button.  
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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