01 Jun 2016

Asset Documents Tool Keeps Vital Information Close at Hand

1 Comment

When you’re taking on a summer D-I-Y project, it is helpful to have all of the tools you need close at hand – such as on a tool belt – so that you can easily grab what you need as you are working.  In CaseLink, there are many features that serve as your personal “tool belt,” keeping the tools you need handy so you can reach maximum productivity in your case administration duties.

One such feature is the Asset Documents feature, which allows you to attach documents to an asset so that you can easily view them from the Asset screen for quick reference.

This feature is quite handy when you want to quickly reference a document in regards to an asset, such as an appraisal, an email, a copy of an insurance policy, HUD statements, or deeds to an asset.

Learn how to add documents to assets in CaseLink Web and CaseLink Office, below!

CaseLink Web

In CaseLink Web, you can attach documents to assets via the Asset Documents tool. To access the Asset Documents tool, go to the Case screen and click on the Assets icon on the left to access the Assets screen. Click on the specific asset to which you’d like to attach a document, and on the Asset Details screen, click the blue “Asset Documents” label, shown below.

Assets_22

Click either “Select Existing Document” if you would like to choose from the documents already stored within CaseLink Web, or click “Add A New Document” if you’d like to add a document from your local computer, and then click “Link Document.”

CaseLink Office

In CaseLink Office, there are two ways you can attach documents or links to an asset directly via the Assets screen:

Method 1

  1. Click on the “Assets” tab on the far left side of the screen. Under the sub-menu, click “Document List,” and then click “Asset Documents” from the dropdown.
    AD-2
  2. From the resulting Asset Documents screen, click “Add Documents” above the grid, as shown below. This will invoke the Add Documents screen.
    AD-3
  3. From the Add Documents screen, click “Find Documents” above the grid.
    AD-4

Method 2

  1. Click on the “Assets” tab on the far left side of the screen.
  2. Click on an existing asset or click the “New Asset” button at the bottom of the screen to invoke the Asset Details screen.
    Asset_screen
  3. To attach a document or website address to the asset, click on the downward arrow button directly to the right of the “Show Doc” button at the bottom of the Asset Details screen. From the resulting dropdown, click “Select a document or website,” which will open the Document Selection screen.
    Asset_screen_1
  4. To attach a document from QuikDocs, select one of the documents in the grid.
    To attach a website, copy and paste the URL address in the text bar at the bottom of the screen.
    To attach a local file from your computer, click on the “…” button to the right of the text bar to browse and select the document.
    After you have finished attaching either a document or a website address, click “Show Document.”
    BFU-19
  5. You can view the documents you have attached to an asset in a split-screen by clicking the “Show Doc” button on the bottom of the Asset Details screen.
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One Response to Asset Documents Tool Keeps Vital Information Close at Hand
  1. how did you get the document into asset documents

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