To attach a document to an asset in your organisations TCW Asset Register:
Select manage documents from the documents tab
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title | From the 'All Documents' Menu |
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Select the document you’d like to attach to an asset. Those not assigned will show the address as ‘UNASSIGNED’ Image Modified
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From the document panel, select assign. Image Modified
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TCW will then suggest an address that it has taken from the document. If this is not correct you can then enter either the UPRN, address or postcode. Once the asset has been found, just click ‘Assign’ Image Modified
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5. Selecting assign will then attach the document to the desired property.
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If the asset doesn’t exist in TCW, you can create a new one
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title | From a Document Summary |
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From the summary of a unassigned document, switch to the ‘Asset Details’ Tab Image AddedSelect ‘Assign' TCW will then suggest an address that it has taken from the document. If this is not correct you can then enter either the UPRN, address or postcode. Once the asset has been found, just click ‘Assign’
If the asset doesn’t exist in TCW, you can create a new one |
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Please note that the document has been assigned but it may take a short time to reflect the change. If you do not have the permissions to complete this, your account administrator can submit a support ticket to support@tcwin.co.uk |