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Advice and answers from the UpKeep Asset Operations Team
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Files
How to use Tags for your
files
How to Add Tags to your Existing
Files
… Starter, Professional and Business Plus Simplify file management by assigning relevant Tags to the
files
… in your
files
section
How to Add Images and Notes to a Task on a Work Order via Web and Mobile
Adding Images or
Files
to a Task on a Work Order… On these tasks you have the option to add a
FILE, a
NOTE or an IMAGE to the task for reviewing or showing
How to upload
Files
to UpKeep and to a Work Order
Learn to upload photos, PDFs, and MP4
files
to your UpKeep account… The
Files
section is limited to 50
files
at a time, so you may need to utilize the search bar to find…
Files
can be added in that section or in the
Files
area of a work order
Checklist Smart Imports
Automatically create checklists by uploading your operating manual
files
… At this time, we’re in beta, so only PDF
files
are supported
How to View and Process Work Orders on Web
or add from your already saved
files
View any of the
files
you've added to the Work Order…
Files
… time for the Work Order Costs Add in any additional costs needed Upload any
files
How to Create Tags for your Purchase Orders
Simplify managing your Purchase Orders by assigning relevant Tags to the
files
in your Purchase Orders
How to Utilize the Updates section of a Work Order on Web (Legacy)
It will not accept PDF, MP4, or CSV
files
. JPEG, PNG, GIF… Video
files
are unable to be uploaded
How to use Tags for your Parts
Simplify managing your inventory by assigning relevant Tags to the
files
in your parts section
How to Export Work Orders (New)
Export to CSV
File
… You can export these reports as CSV
files
for easy sharing and further analysis
How to Export Your Work Orders
Export to CSV
File
… You can export these reports as PDF or CSV
files
for easy sharing
