Attach a document to an Item or occurrence
Open the Item module or Occurrence module
Select Item or Occurrence by clicking
Select “Documents”
Select “Add new”
A window will appear
Select documents from your computer
Select “Create”
The document is now added to the Item or Occurrence
Inheriting Documents
Documents for Items and Derived Templates
| Item Occurrences | Child Items | Derived Templates |
|---|---|---|---|
Documents automatically inherited | ✔️ Documents are inherited as they are less likely to vary significantly between occurrences. For example, a PDF of a chair spec will apply to the item as well as all occurrences. | ✖️ Documents are not inherited as children are separate items and can be different from the parent. For example, a PDF spec for a a chair may be uploaded to the parent item, whereas the PDF spec for a child item is a version of the chair with arms that is a separate document. | ✔️ Documents are inherited as they are less likely to vary between an original template and the derived template. For example, space guidelines will apply to the room type. |
Documents automatically inherited can be deleted | ✖️ | N/A | ✖️ |
New Documents can be added | ✔️ | ✔️ | ✔️ |