Adding a Document
The method of adding a document to a project in Ex-Online depends on the type of document it is and the associations you want it to have.
If it is a document specific to certain equipment such as certificates, datasheets, calculations then it is an Equipment Document
If it is a document that is used sitewide then it is a Project Document
If it is a document related to personnel such as qualifications or licences then it is a Personnel Document.
Equipment Documents
To upload an equipment document you must first associate it to at least 1 item, do this by clicking on the three dots to the left of the item in the tag browser to open the Equipment Window with the that item as the Primary Item. Changes made to the documents or associated equipment in the Equipment Window will be applied only to the primary item regardless of how many items are currently selected, for more information on primary items, refer to the [Primary Items article](PrimaryItems.md).
Switching to the Documents tab will display a table with all of the documents that are already associated with the primary item. Documents can be
To add a new item click on the Add button in the Primary Item row at the bottom of the Equipment Window.
Project Documents
(Coming soon)
Personnel Documents
Personnel Documents are stored in the Personnel tab of the Project window and are attached to the relevant personnel. To add a new person click on the Add Button and then fill in their details using grid edit, like in the tag browser changes will be marked in yellow and will not save until the user pressing the save button. Pressing the Discard button, leaving the current session or refreshing the page will discard any unsaved changes. Clicking the details button on a person will open the Personnel window showing their documents.
To add a new document click on the Add button
Possible Errors when adding new document
-
Failed to Insert Document
- Check that the person you are trying to attach the document to has a name entered in the Personnel table