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Manage documents and links

In SAM Core, you can attach supporting documents related to the agreements, computers, licenses, and users in your IT environment. The attached documents appear on the Documents tab in the detail views. If you don't want to upload the physical document itself, you can instead add a link to where the document is located.

You add, edit, and remove documents on the respective edit pages of the agreements, computers, licenses, and users.

note

The file size of an uploaded document must be less than 500 MB.

View added documents​

  1. In SAM Core, navigate to the detail view of an agreement, a computer, a license, or a user.

  2. Select the Documents tab.

    Any added documents appear in the list.

  3. To open a document, select Show document.

    The document will either open in the web browser or be available as a downloaded file in your web browser.

Add documents​

  1. In SAM Core, navigate to the edit view of an agreement, a computer, a license, or a user.

  2. On the Documents tab, select Add document.

  3. Do one of the following:

    • To upload a document:

      1. Select Upload.

      2. Select Choose file, and then select the file.

      3. Enter a Title and a Description of the document.

    • To add a link to a document:

      1. Select Link.

      2. In Link to file, type the link to the location where the file is located.

        note

        If you type a path to a local file share, the link will only be shown as a reference to where the file is located.

        If you want the document to open when you later select Show document, you must enter a URL to the location of the document.

        Example: https://domain.org/servername/folderpath/filename.pdf

      3. Enter a Title and a Description of the document.

  4. Select Save.

    The document is added to the list on the Documents tab.

Edit documents​

  1. In SAM Core, navigate to the edit view of an agreement, a computer, a license, or a user.

  2. Select the Documents tab.

  3. In the list of added documents, find the document you want to edit, and then select Edit.

  4. Add or edit the applicable information.

  5. Select Save.

Remove documents​

  1. In SAM Core, navigate to the edit view of an agreement, a computer, a license, or a user.

  2. Select the Documents tab.

  3. In the list of added documents, find the document you want to remove, and then select Remove.

  4. Select OK to confirm.

    The document is removed from the list on the Documents tab.