UpKeep includes the ability to upload files to your account. There is no limit to the overall amount of files you can upload. This is most useful for teams that want to include manuals on their assets/equipment or an important video. File upload is available in UpKeep beginning with the Starter plan!
NOTE: When uploading files to UpKeep, it needs to be no larger than 10MB and will only accept PDF, png, jpeg, and MP4!
Right now, those are the only accepted file formats for UpKeep.
TIP: If you have PDFs that are larger than 10MB, you may need to try compressing them into a smaller size or splitting them into separate files under 10MB each.
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.
Navigate to the File section in your UpKeep account
Click on +File
Then click on the File Drop box to upload files (or drag and drop from your desktop into this box)
Then click Upload 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!
Open any existing work order (or create a new one first)
Navigate to the File section of the work order, towards the bottom
Click on the + sign or + Attach File
A pop-up list will appear
Select the existing file from your Files section (you can use the search bar to search for it)
Then click Add File
TIP: To upload a new file and add it to the work order in one step, follow the steps above, but click on Upload file first! Once uploaded, the file will appear at the top of the list for you to select!
How to Add a File to a Location/Asset/Part
Navigate to the section you're looking for
Open the details for any location/asset/part
Then, click on the Files tab
Finally, click on the File Drop box (for a new file from your computer) or + Add Uploaded File (for an existing file already in UpKeep)
Once your file is selected, click on Start 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.
Navigate to your Settings (top right on the Home screen; gear button) in the app
Tap on the Files section
Then, tap on Add
Choose a file from your mobile device
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.