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How to Archive and Restore Asset Documents on Gearbelt

Learn how to archive and restore documents linked to assets in Gearbelt using the Assets section

Written by Nina Yang

You can archive documents attached to your assets in Gearbelt to remove them from the active view without deleting them. Archived documents can be restored at any time from the Archived view in the Assets section.

Video Walkthrough

Step-by-Step Instructions

Archive a Document for an Asset

  1. Go to your Gearbelt workspace.

  2. Open the Assets section.

  3. Select the relevant asset.

  4. Click Documents.

  5. Make sure you are in the Active view.

  6. Select the document you want to archive.

  7. Click Archive Selected.

Restore an Archived Document for an Asset

  1. Go to your Gearbelt workspace.

  2. Open the Assets section.

  3. Select the relevant asset.

  4. Click Documents.

  5. Switch to the Archived view.

    • If needed, click the Archived button.

  6. Select the document you want to restore.

  7. Click Restore Selected.

Notes:

  • Archived documents are hidden from the Active view but are not deleted. You can find them at any time by switching to the Archived view.

  • Archiving a document does not remove it from any issues it is attached to. On issues, the document remains visible in the issue drawer or form and displays an amber Archived badge to indicate its status.

  • The GBMW asset Documents register hides archived and deleted documents from view by default.

  • Restored documents return to the Active view and remain linked to the asset.

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