Default Folders
Fixed Asset Connect provides default folders as follows:
- Finance docs folder
- License docs folder
- Insurance docs folder
- Tax docs folder
- Other docs folder
Edit or Remove Default Folder Name
- To change the name or remove the default folder, double-click on the folder you would like to change
- Select “Edit” or “Remove”
- If you select “Edit”, enter the new name and click “Update Folder”
Create a New Folder
- Click “New Folder” button on document page
- Enter folder name on “Title” field
- Click “Create Folder” button
Adding and Linking a Document to Fixed Asset
- Click “Upload” button on document page
- Select a file to be uploaded from your computer
- Select a folder from “Folder” field
- Select the fixed assets that are relevant to the document
- Click “Create Document” when you are done