You can upload and view documents associated with your refrigeration unit and asset on the Documents tab of the Asset Details screen. This enables you to keep documents like inspection reports, Piek reports, registrations, and temperature calibration certificates directly linked to your asset and easily accessible whenever needed.

In this article:

The Documents tab is available to users with appropriate permissions on the Asset Details screen.

On the Documents tab, you will see a list of user-uploaded documents associated with the asset.

A message will indicate if no documents have been uploaded for the asset yet.

The columns in the Document List include:

To upload one or more documents, click the Upload button at the top of the Documents tab.

Click the Upload button to browse your device and select one or more files to upload. The allowed file types are:

Once you select the files, you will be prompted to select a category for each file.

Each file's upload status will show after clicking the Upload button on this modal. The three statuses are:

Several actions can be taken on an existing document in the list. These actions are:

Click the actions menu (triple dots icon) in the last column and select Download action to save a file to your local storage.

Click the actions menu (triple dots icon) in the last column and select Edit Attributes action to edit your documents file name and category.

Edit a document's category by clicking on its category in the Category column and selecting a desired value.

Click the actions menu (triple dots icon) in the last column and select Delete action to delete a document from an asset. You will be asked to confirm that you want to delete the document.

Contact Carrier at lynx-support@carrier.com for more information.