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

1. To change the name or remove the default folder, double-click on the folder you would like to change
2. Select “Edit” or “Remove”
   • If you select “Edit”, enter the new name and click “Update Folder”

Create a New Folder

1. Click “New Folder” button on document page
2. Enter folder name on “Title” field
3. Click “Create Folder” button

Adding and Linking a Document to Fixed Asset

1. Click “Upload” button on document page
2. Select a file to be uploaded from your computer
3. Select a folder from “Folder” field
4. Select the fixed assets that are relevant to the document
5. Click “Create Document” when you are done