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Documents

You can track various sorts of documents on the Documents page.

For the list of available document types, see the New document form - Document type field. On the Documents page you will find also the transfer protocols issued by the Object - Print command.

You may assign individual documents to:

  • objects - see the Objects - Object - Attachments tab - Add documents command.
  • software licenses - see the Software - Licenses - Software license - Attachments tab - Add document command.

Documents are stored in document folders. You can manage the folders in Administration - Asset Management - Document folders. By default, there is a single All Documents folder that stores all documents. You can restrict user access to documents by setting access permissions to individual folders.

The document id is mainly used as an id of common paper documents. You can search the database for document ids that are related to an asset. It should then be possible to trace paper documents in the physical or electronic archive by id. Alternatively, you can have the documents converted to electronic form (scanned) and stored in the Alvao database.

Document scanning

A paper document can be directly scanned and attached as an attachment to the document. When creating a new document above the attachment table, select Scan from the local menu. This will open a window with a selection of found scanners. After selecting a device, a window with scan settings appears. After confirming the options, scanning starts. The resulting image is saved as a document attachment in the database. Files with scanned documents are named Scan1.jpg, Scan2.jpg, etc.

note

The appearance and options of the scan settings window depend on the scanner you are using. For some types of scanners, scanning may start immediately without displaying the scan settings window.