Upload a Document for an Inventory Item

Uploading a document for an inventory item to your rescue or shelter is easy with BARRK! These may include receipts, warranties, instructions, etc.

To upload a document, open the INVENTORY category from the Main menu - or - by using the Inventory icon on the top of your screen.

ADD A DOCUMENT

Click on the name of the inventory item.
Go to the Documents tab of the main section of the items’s detail page, and then click the “Add Document” button.

• Enter in the name of the document
• Set the access level
• Click "Choose File" and select the file from your computer
• Enter "Inventory" in the category
• Description of the document such as: receipt, warranty, etc.
• Optional notes if required
• Click "Save"

REQUEST A DOCUMENT

Click on the name of the inventory item.
Go to the Documents tab of the main section of the items’s detail page, and then click the “Request Document” button.

• Enter in the name of the document
• Set the access level
• Check "Upload when ready" button
• Enter "Inventory" in the category
• Description of the document such as: receipt, warranty, etc.
• Optional notes if required
• Click "Save"

Once saved, uploaded documents can be viewed and downloaded. "Request" will be under the Documents tab of the item, and "Upload" in the options for when the document becomes available.

Guidelines to perform the main functions in the INVENTORY category

• Add an Inventory Item
• Assign an Inventory Item
• Return an Inventory Item
• Inventory in Storage
• Edit, Update an Inventory Item
• Upload a Document for an Inventory Item
• Delete an Inventory Item