Documents (Intro)

The Documents module must be active on your subscription to upload documents. Please email [e-mail] if you wish to add this to your subscription.

The email address that the documents are being sent from must also be in the system as a user with Read-Only user with permissions to the Documents module. Please see the support article Add/Edit Gearbox Users for instructions on how to add new users.

Overview

Documents on Gearbox can be a powerful enabler for different types of Asset management. With Documents, you can have mechanics email pdfs in and Tag them as the following:

• Vehicle
• Employee
• Service
• Repair
• Tyre
• Prestart
• Other
• Training
• Medical
• Employee Reminder
• Purchase Order
• Load Sheet
• Inspection
• Permit

When you Tag documents, you are given additional options to assign documents to a Record (ie Employee), or, an existing Record on an Asset (ie Vehicle > Service Record)

1. Uploading a Document and Processing
2. Adding Global Documents and Processing
3. Uploading Bulk/Multiple Documents and Processing
4. Deleting Documents

Related to

• Documents