Linked Equipment

Article • 4/27/2026 • 2 min read

Displays all the equipment that is attached to the selected document. Users can simultaneously link or remove the document to an individual or multiple equipment.

Link Documents : Users can link the selected document to an individual or multiple equipment.

The above action can be performed only when the latest version of the document is active. The Link button is disabled for inactive documents, accompanied by a notification icon . A note indicates, “It can’t link this document as it is marked inactive.”

To link a document to a new equipment :

  1. Choose Documents > Documents Search in the navigation pane.

  2. Search and select the document from the document search grid.

  3. Click the Linked Equipment icon in the contextual panel.

    • A Linked Equipment window appears, and all equipment linked with the selected document will be listed in the grid.

    • Each equipment is hyperlinked; click the hyperlink to open the equipment details in a separate tab.

  4. Click the Link button. Link to the New Equipment grid expands below the panel.

  5. In the field Equipment , enter the name or ID. This field is mandatory to fill.

  6. Enable the toggle button Print with WO to print the document along with the work order.

  7. Click the Add button; Click Add Another button to link new equipment and repeat the steps.

To link a document for multiple equipment:

  1. Follow the first three steps mentioned under link a document to a new equipment.

  2. Click the More button and choose the Multiple Link button from the drop-down; the Equipment Search panel opens.

  3. Enter the data in the required fields and click Search.

  4. Select or multiple equipment, check the boxes, and click Link. The selected equipment will be linked to the document.

Based on the screen resolution, action buttons like Multiple Link and Remove can be arranged next to one another on the header or grouped in a More drop- down menu.

Remove : Users can unlink equipment from the selected document.

To remove a linked equipment from document :

  1. Follow the first three steps mentioned under Link a document to a new equipment.

  2. Select multiple equipment and check the boxes.

  3. Click the More button and then click the Remove button from the drop-down.

  4. DMS Remove Link Confirm Equipment alert prompt opens:

    • Click the Delete button to remove the equipment.

    • Click the Cancel button to retain the equipment.

    • To send an email, click Send Email.