Manage existing documents | mc Assetpilot

Last modified: 2026-10-12

Edit metadata or delete documents

Notes

You can not edit report metadata. You can only delete reports.
You can not delete invoices. You can only void them.

Prerequisites

You belong to any other user group than viewer.

Steps

Navigate to the asset level at which you want to edit or delete the document.
Select the domain Documents.
Select the respective tab of the document’s type.
Hover over the respective document, select More options > Edit or Delete.

You can now make the desired changes or confirm the deletion.

Void an invoice

Prerequisites

You belong to any other user group than viewer.

Steps

Navigate to the asset level at which you want to void the invoice.
Select the domain Documents > tab Invoices.
Select the respective invoice from the overview. Its quick view opens.
Select Void invoice and confirm your action.

The invoice gets the status Voided now.

Caution

You can no longer edit or map transactions to a voided invoice.

Create an obligation to an existing contract

Note

You can only create obligations to documents with the type Contract. See also Obligations.

Prerequisites

You belong to any other user group than viewer.

Steps

Navigate to the asset level at which you want to create the obligation to a contract.
Select the domain Documents > tab Contracts.
For the respective document, open its Quick view or go further to the Detailed view.
In the area Obligations, select +New. A window appears.
Name and describe the obligation and specify its Regularity.
Select Create.

The obligation appears in the area Obligations of the contract document.

Create a task from a contract’s obligation

Note

Obligations only exist for documents with the type Contract. See also Obligations.

Navigate to the asset level at which you want to create the obligation to a contract.
Select the domain Documents > tab Contracts.
Select a document with the type Contract from the overview to open its Quick view or go further to the Detailed view.
In the area Obligations, hover over an obligation and select More options > Create task. A window appears.
Enter the specifications of the task. For specification details, see Create a single task.
Select Create.

The task now appears:

In the area Linked items of the document.
In the Tasks domain where it is linked automatically with the document that belongs to the obligation.

Link other items with a contract or an other document

📗

Recommendation

Create tasks for the obligations of your contracts and link them with the contract. See Create a task from a contract’s obligation.

Note

Linking items is always bidirectional. See also Linking items.

Prerequisites

The items you want to link already exist.
You have access and writing rights to the domain with which you want to link an item. See also User groups and permissions.

Steps

Prerequisites

You belong to any other user group than viewer.

Steps

Navigate to the asset level at which you want to link items to a document.
Select the domain Documents > tab Contracts.
For the respective document, open its Quick view or go further to the Detailed view.
In the area Linked items, select +New. A window appears.
Choose the Domain and the specific Item with which you want to link the document:
- Task: Select the task you want to link from the dropdown.
- Contact: Select the contact you want to link from the dropdown.
Select Link to link the document with the chosen item.

The item appears in the area Linked items of the document. Navigate to the linked item by selecting it. You will see the document as linked item there as well.

Last updated: November 04, 2026