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Documents
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As an asset manager, you may store all kinds of documents in a folder structure, document management system, or even on paper. In mc Assetpilot, you can store documents digitally and all in one place, right along with your contacts, tasks, and forecasts.
Overview of the documents domain
Documents must be created for each asset. Document types include:
Contracts: For example power purchase agreements, land lease contracts, supplier contracts, employment contracts.
Other documents: For example acceptance certificate from an energy supplier, data sheets.
To effectively use the documents feature, you must "process" files upon upload, which involves labeling them with important information. This enables you to leverage your data for multiple functions and display it in various widgets.
Different types of documents require different processing inputs. For example, when processing contracts, you should enter the start and end dates, and the notice period. The Contracts widget can then notify you of upcoming deadlines.
You can also apply tags to documents to help you find them more quickly. By assigning a tag, such as "maintenance," the document will appear in a search using that tag.
To learn how to integrate documents into your dashboards, see Dashboard and widgets.
Documents overview
Upload contracts or other documents
Recommendation
When you’re just getting started with mc Assetpilot, or if you are uploading a large number of documents, we recommend first sorting them by the respective asset.
Prerequisites
An organizational structure with assets already exists.
Documents are available in the supported file types: PDF, Word, PNG, JPEG.
Steps
Select an organizational level from the side bar and select the domain tab Documents.
Select +New Document.
Enter a document Name and add a Description if desired.
Select Type > Document or Contract from the dropdown.
The start and end dates, and the start of the notice period, are optional for contracts.
Tags are also optional but highly recommended.
Upload or drag and drop your file(s) into the window.
Note
You can upload a maximum of 3 files simultaneously.
Select Create to finish processing.
The document can now be viewed in the document overview.
Document example: contract