How to add attachments in eQuip.

Adding Attachments In eQuip 

• There are multiple ways to add attachments in eQuip such as: 

• • While editing individual assets in a search 

• • • Go to ASSETS > Edit Assets > Search and Edit in Grid 
    • Choose Apply Filter 

• • • Left-click an asset in the list and choose Edit This Item 
    • Choose the Attachments tab and then the Add Attachments button 

• • Transferring Assets (adds attachments to the transaction) 

• • • Go to ASSETS > Transfer Assets > Transfer Assets To Contract 
    • Choose Create Asset Transfer 

• • • Expand the Attachment List section 
    • Choose Add Attachments 

• • During transaction tracking workflows that generate reports can be configured to attach the report to an asset automatically (such as the DD1149 workflow) 

Managing Attachments In eQuip 

• Go to TOOLS > Manage Attachments 
  

• The Manage Attachments window will open 

• • You will now be presented with a list of the attachments within eQuip. 
    

• You can narrow down the search by utilizing the search fields at the top of the Manage Attachments window and then choosing Apply Filter. 
  

• • This search can be configured 

• • • Go to ADMIN > Manage Application Settings >Asset Search Configuration 
      
      

• • • Choose Manage Attachment from the Name dropdown list   
      

• You can also see following information for each attached file: 

• • File Name 
  • File Notes (if any were entered) 
  • Created By (if created by a user) 
  • Created Date 
    

• Choosing the arrow to the left of the attachment information will give you the list of the assets that the file is attached to.   
  

• • To add asset to the list of assets which the file is attached to: 

• • • Choose Add Asset 
    • Enter values for the search fields (if necessary) to narrow down your search 
    • Choose Apply Filter 
    • Check the box for each asset that you want to include 
    • Choose Add Selected Asset 
      
  • Multiple Assets May be added at one time by Selecting from the Search Results
  
  
  

• • The Add Asset search can be configured 

• • • Go to ADMIN > Manage Application Settings >Asset Search Configuration 
    • Choose Add Asset In Attachment from the Name dropdown list 

• To delete an asset from the list, choose the  

• You can choose the Add Attachment button to add another file or URL attachment in eQuip 

• • The attachment can then be attached to any asset in eQuip through Manage Attachments 

• If you have created the same attachment twice (or multiple times) with different assets associated with each attachment 

• • Check the box for each of the each of the duplicate attachments 
  • Choose Merge Attachment Record 

• • Refresh the list by choosing Apply Filter and you will find that the assets are now merged under one attachment of that name 

• To upload more than one attachment at one time for use in eQuip: 

• • Choose Import Bulk Attachments 

• • • Perform one of the following 

• • • • Choose the Select button and then choose your file(s) 

• • • • Choose Open 

• • • Drag your files from a folder on your hard drive to the Drop Files Here area of the window 

• • • • Close the window 
• Left-clicking the link of any attachment in the list will download it to your Downloads folder