When adding new documents to the system, Smart Completions allows you to add a lot of specific information. Document information provides a cornerstone to the system; it is a complete digital library of your facility’s or project’s vital files, with the capability of linking to assets and locations. To enter correct information for all documents, they first must be configured correctly. Much of this information exists as a default in the system, but it’s important to know where this information comes from and how to edit and add if necessary.
Most Document Lists will be imported, and the actual document files will be added through the Document Upload Tool. Before you add the list of Documents, make sure to configure the Document Types. Also ensure you have imported or created the document list before importing your list of assets/tags.