How to upload an asset document


To upload a document, go to the Assets module, click on Assets, and open the asset for which you want to upload a document. Next, click on the Documents tab inside the asset.   


Click on Add New in the top right corner.    


An Add New Document modal window will pop up.     

 Fill out the following fields about the new document:   

  • Title – Give the document a name.    
  • As of Date – This date shows when a document has been uploaded or the date from which this document is active.    
  • Tags – You can add tags to documents to easily identify the type of content.   
  • Attachment – Upload your documents here.    

Click Save or Save & New if you want to add another document. Your new document will now appear in the documents list.  

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.  

Note! A user can access the document information only with the relevant permissions/access rights given by the administrator.   

asset assets module asset documents

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