In Gearbelt, you can create and manage asset-related documents in two ways: through the Documents module or directly from an asset in the Assets module. Both methods allow you to upload files, assign a document category, set expiry dates, and add comments to keep asset documentation organised and up to date.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Gearbelt Contributor
Device Type: Computer/Browser
Subscription: Gearbelt
Step-by-Step Instructions
Create Documents Using the Documents Module
Log in to Gearbelt.
Go to Documents.
Click the green Create Document button in the top-left corner.
Select the Asset you want to attach the document to.
Select the Document category (required). Categories are managed under Settings > Documents > Documents Categories.
Select the Expiry Date.
Click Add Document to attach the file. Files up to 500MB are supported, including large drawings, manuals, and scanned certificates.
Optionally, add a Comment to keep questions or context with the file.
Click Save.
đ Note: You can view all uploaded documents for each asset in the Documents module. Use the type/category filter to narrow results.
Create Documents Using the Assets Module
Log in to Gearbelt.
Go to Assets.
Select an existing asset from the list.
If the asset does not exist, create a new asset.
In the asset menu, go to Documents.
The Create Document drawer opens for the selected asset.
Select the Document category (required). Categories are managed under Settings > Documents > Documents Categories.
Select the Expiry Date.
Click Add Document to attach the file. Files up to 500MB are supported.
Optionally, add a Comment.
Click Save.
Notes
Document names are editable after upload â you can update them at any time from the document record.
Document categories are managed under Settings > Documents > Documents Categories.