Attach Document for the New Items in Assets

When you assign company Assets to the employees, some documents such as contracts, memorandums, and the likes must be attached to the Assets.  In Carbonate, you can attach some important documents to the Assets.

When attaching documents, the Assets item must be entered into the Carbonate system.

When attaching documents, you can do it when adding new items and when editing the item. Here, we will focus on attaching documents when editing the Assets.


Step 1

On the dashboard, go to the Assets section.


Step 2.

Select the Asset item and click the three dots.  

Click the Edit Asset.  

Step 3

To attach the document, you must first assign the Asset item to the employee.

Click the +Assign item.  

Select the employee from the dropdown list, fill out the Product ID, and choose the date.


Step 4

On the Document column, click the (+) plus sign.

Select the file and click Open.

Step 5

Click on Save.

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