Documents can be stored at 3 different levels which are a Customer, Product and Incident. Multiple documents can be stored against each of these three. Multiple versions of the same document can be stored, but see the paragraph on version control below.

Documents can be uploaded, viewed and managed when the Documents tab is selected in either Assets or Incidents. An example of the screen for an incident is shown below.

Following the document upload, right-click on a document and select Edit Details to add a description and category.

Only the Product Support team are able to upload documents against a Site (Customer) and Equipment (Product).

To view a document, simply double-click on it. It will be shown in a new browser window. For convenience, if you are looking at the documents tab for a product, the documents for the parent Site (Customer) will also be shown. If you are looking at documents tab for an incident, both the sets of documents for the associated Customer and Product will also be shown.

Versions of documents. InView does not currently provide a version capability. Multiple versions of a document can be uploaded and stored. To differentiate between them it is recommended that suitable text is placed in the description field.