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Tags and document management

Every file, attached to what it documents

The manual lives on the compressor’s record, the contract on the customer’s and the photo on the ticket. Tags group them and search finds them, with no shared folders.

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  • Attachments scanned for malware
  • Local storage or your own S3
  • A QR label for every piece of equipment

Documents and signature

Tags and document management: what it does

Tags that group

Free or predefined tags on documents and customers, to group what cuts across areas: a campaign, a job site or an industry. You filter by them and save the view.

The equipment label

Every asset carries its QR label, with its record, its history, its form and its checklists. Label templates copy a complete asset to another customer.

Attachments where they belong

Drag or paste the file onto the record and it is tied to its timeline entry. Email attachments come in on their own, and every file is scanned for malware.

Equipment manuals and drawings

Manuals, diagrams and photos go on the asset record. Maintenance plan files are uploaded once, and every work order sees the current version, on the technician’s tablet too.

Server-side search

Search covers every document, closed ones included, with a date filter. Lists filter by tag, customer or custom field across the whole server, not just what fits on screen.

Templates with your branding

Document templates so you never start from scratch, and canned replies with customer and contract variables. Plus a print designer that turns out every PDF with your brand.

How it works

Step by step

This is how it is used day to day, on the same document as the rest of the modules.

  1. Step 1

    Define tags and templates

    Your administrator creates the predefined tags, the document and print templates, and any custom fields you need.

  2. Step 2

    Every file comes in its own way

    With the email, dragged onto the record, from the technician’s checklist, or uploaded to the asset and its maintenance plan.

  3. Step 3

    It stays tied to what it documents

    Customer, asset, document or plan. The file shows up where people look for it, without copying it to another folder.

  4. Step 4

    It turns up when you need it

    Global search, tag filters and saved views. With marIA, you can also ask your manuals questions.

marIA in Tags and document management

With File Search, marIA answers questions citing the documents you have uploaded: manuals, contract terms, data sheets or procedures. It tells you which document each answer comes from. Every operation is logged with its cost, and spending has the monthly cap you set.

Where it is used

It fits every area

Industry solutions

attendo CMMS attendo CRM attendo Field Service attendo After-Sales attendo Ticketing attendo Projects attendo Flows attendo Compliance

Industries that use it

Use cases by department

Quality control Engineering and projects Legal and contracts

Honesty

Where it fits (and where it does not)

  • It is not an enterprise document management system: it does not sync OneDrive, SharePoint or Google Drive as a repository.

  • For plan files, every work order sees the current version. A version history for each file, with comparison between versions, is not part of this module.

Works with

Modules that go hand in hand

Timeline

All activity on the document, in order, with its author and channel

See Timeline

attendo Checklist

Inspections with photo, signature and location, closed on site

See attendo Checklist

attendo Forms

Public and QR forms that create the document, no account needed

See attendo Forms

marIA (Smart-AI)

Drafts, classifies, scores and summarizes inside attendo. You approve.

See marIA (Smart-AI)

Glossary

Glossary terms

Compliance

Compliance evidence

Control evidence · audit evidence

Compliance evidence is the record that proves a control or obligation was carried out: what was checked, by whom, when and with what result, along with the documents that back it up.

Maintenance

Asset

An asset is any piece of equipment, machine or installation whose maintenance you keep track of: its record, its location, its history and its costs.

Maintenance

Work order

WO

A work order (WO) is the document that describes a maintenance job: what needs to be done, on which equipment, by whom and when.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Can I keep files in my own storage?

Yes. Attachments are stored locally or in your own S3 storage, and can be migrated from one to the other.

Does it replace SharePoint or Google Drive?

No. attendo stores the files tied to the work: the customer, the equipment, the ticket or the work order. Your enterprise document management system stays where it is, and attendo does not sync it.

What happens to email attachments?

They come in with the email on the document’s record, next to the message that brought them. If you merge two duplicate documents, the attachments move to the one you keep.

Can I import my tags and assets?

Yes. Customers, assets, products and tags are imported from Excel or CSV, with visual mapping and a report of the rows that fail.

Can the AI search my manuals?

Yes, with File Search. It answers citing the document each piece of information comes from. Every query is logged with its cost, and spending has the cap you set.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.