Overview

Asset documents are PDF files uploaded against workshop assets that can be made available on the driver's tablet and the Mechanics Kiosk. This lets you share relevant documents, such as operating manuals, safety data sheets, or pre-start guides, directly with drivers and mechanics without requiring them to contact the office.

Documents are managed by workshop administrators from Workshop → Assets.

Uploading a document to an asset

1. Navigate to Workshop → Assets and open the asset.
2. Go to the Attachments section.
3. Click Add Attachment.
4. Choose the file in Attachment. Only PDF files are accepted, and the File name must end in .pdf.
5. Set Available on Driver's Tablet? to Yes if the document should be visible to drivers on the fleet tablet.
6. Click Ok to save.

Linking a document to multiple assets

Rather than uploading the same document separately to each asset, you can link a single document to multiple assets at once using the category, subcategory, vehicle type or tech spec filters.

1. Navigate to Workshop → Assets.
2. Under Top Tasks select Documents.
3. On the Asset Documents page, click a Document number to open an existing document and click Edit, or click ➕ (Create Document) and choose the PDF in Attachment.
4. Set Available on Driver's Tablet? to Yes if drivers should see the document on the tablet.
5. Click Add Assets to choose individual assets.
6. Click Bulk Add Assets to add every asset that matches the filters you set:
   • Category (Fleet or Plant)
   • Subcategory (Bus, Car, Truck, Trailer, etc.)
   • Vehicle Type (Fleet assets only)
   • a value for any tech spec marked For Operations (e.g. Wheelchair Lift Fitted = Yes)
7. Click Ok to add the matching assets to Linked Assets, then click Submit to save the document. A document needs at least one linked asset.

This is useful for documents that apply to a class of vehicles, for example a pre-start guide that applies to all buses, or an MSDS that applies to all assets with a particular engine type.

Replacing an existing document

To replace a document with a newer version:

1. Go to Workshop → Assets and select Documents under Top Tasks.
2. Click the Document number of the document to be replaced.
3. Open the Triple Dot Menu on the document and select Replace Document.
4. Upload the updated file and save.

The updated file will be reflected on the tablet and kiosk for all assets the document is linked to.

Deleting a document

1. Open the document from the Asset Documents page.
2. Open the Triple Dot Menu and select Delete Document.
3. Click Delete to confirm. This cannot be undone, and the document is removed from every asset it is linked to.

Where documents are visible

Driver's tablet

Documents with Available on Driver's Tablet? set to Yes are visible to drivers on the fleet tablet. Drivers open Documents from the tablet menu to see the documents for the vehicle the tablet is signed into.

Mechanics Kiosk

Mechanics can view asset documents directly in the Kiosk when working on a job:

• Attachments: under the Asset Details tab when viewing a vehicle in the Kiosk
• Task Attachments: documents uploaded against a specific completed task are visible under the Completed Jobs tab for that asset

This allows mechanics to access manuals, specifications, or previous job notes without leaving the Kiosk.

❕Note: Mechanics Kiosk access to asset attachments and task attachments was added in 2025.

In This Topic

Related Topics

Assets

Using the Mechanics Kiosk