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How to upload Files to UpKeep and to a Work Order

Learn to upload photos, PDFs, and MP4 files to your UpKeep account

Updated today

Available On: Premium, Professional, Enterprise


๐Ÿ“ In UpKeep, you can easily add files to your assets, work orders, and parts. Simply upload documents, images, or PDFs directly from your device to keep all essential information organized and accessible.

๐Ÿ’กWhen uploading files to UpKeep, it needs to be no larger than 40MB and will only accept PDF, png, jpeg, and MP4!


Upload a file to (UpKeep in) the Files Section

TIP: be sure to label or rename your Files before or after uploading them. The Files section is limited to 50 files at a time, so you may need to utilize the search bar to find your file.

  1. Navigate to the File section in your UpKeep account

  2. Click on Add File

  3. Then click on the File Drop box to upload files (or drag and drop from your desktop into this box)

  4. Add in Any Tags if desired

  5. Then click Add File


How to Add a File to a Work Order

NOTE: These steps are for adding files you already have uploaded and saved in UpKeep to a work order, location, asset, or part!

  1. Select the Work Order

  2. To Select an existing File from UpKeep Select Add from Saved Files

  3. To Upload a new file drag and drop or select Upload


How to Add a File to a Location/Asset/Part

  1. Navigate to the section you're looking for

  2. Open the details for any location/asset/part

  3. Then, click on the Files tab

  4. To Select an existing File from UpKeep Select Add from Saved Files

  5. To Upload a new file drag and drop or select Upload


Adding Files on the Mobile App

The mobile app also has the files section available. Files can be added in that section or in the Files area of a work order.

NOTE: Usually on the mobile app, you will be adding a video or photo. You can always add photos to work order details.

  1. Navigate to your Settings (top right on the Home screen; gear button) in the app

  2. Tap on the Files section

  3. Then, tap on Add

  4. Choose a file from your mobile device

  5. Finally, tap Choose to upload

NOTE: Alternatively, the Files view is found when tapping on Add File in a work order as well. Tapping Add is to add a new file to your UpKeep account. Saved on Cloud is to attach an existing file to the work order.

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