--- title: How to Create a Documents Profile description: Create a Documents Profile in Perspio to standardise files, images, and links across similar assets and access them from the Asset Snapshot. --- [Skip to content](https://help.perspio.io/help/how-to-create-a-documents-profile#main-content) English Show submenu for translations ![Screenshot_3-4-2025_17232_](https://help.perspio.io/hs-fs/hubfs/Screenshot_3-4-2025_17232_.jpeg?width=200&height=53&name=Screenshot_3-4-2025_17232_.jpeg) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:servicedesk@perspio.io) [Contact us](mailto:servicedesk@perspio.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Perspio Help Centre](https://help.perspio.io/help?hsLang=en) 2. [Administration](https://help.perspio.io/help/administration?hsLang=en) 3. [Settings Module](https://help.perspio.io/help/administration?hsLang=en#settings-module) # How to Create a Documents Profile ## Learn how to create a Documents Profile in Perspio, upload files, add images, and attach links that are available on the Asset Snapshot right-side menu. ### Overview Documents Profiles in Perspio allow administrators to standardise and manage document-related resources such as files, images, and external links across assets of the same type. By using a Documents Profile, you ensure that consistent documentation is available for all similar assets without needing to upload files individually per asset. Once configured and applied, these files are available directly within the **Asset Snapshot**, accessible from the **right-side menu**, making it easy for users to view relevant documents in context. Profiles are created and managed from the **Admin Area** and follow a consistent configuration structure across the platform. Before you start Before creating a Documents Profile, confirm that: - You have access to the **Admin** module - You have permission to manage **Profiles** - The files and images you want to upload are available on your device - Any external links are ready to be added   Where to find Documents Profiles Documents Profiles are managed from the Admin module. **Navigation path:** - Open **Admin** - Select **Profiles** - Click **Documents** This opens the Documents Profiles screen where existing profiles can be reviewed or new profiles created. --- ### Create a Documents Profile ### Step 1: Open Admin From the main navigation, click **Admin**. **What this does** Opens the administration area where system configuration and profile management are available. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/82a46a63-933d-400d-aa34-f80fbc0c12b7/f3624314-6dd0-48ca-a826-ced461dec4d7.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.0686&fp-y=0.3631&fp-z=2.6197&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=87&mark-y=319&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0yNTcmaD04NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### Step 2: Open Profiles and select Documents Within Admin: - Click **Profiles** - Select **Documents** **What this does** Opens the Documents Profiles list, which displays all existing document profiles and available actions. ![](https://screenshots.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/43c1f945-c4bd-493b-96be-56001261e902/ff2e9bad-ef02-4833-afdd-0c6d166488b8.png?fm=png&w=1200&c=2DA75E&dpr=1.00&1-w=176&1-h=40&1-x=69&1-y=366&2-w=185&2-h=193&2-x=77&2-y=408&fp-x=0.0764&fp-y=0.3696&fp-z=2.0848&border=F4F2F7) ### Step 3: Click Add Profile Click **Add Profile**. **What this does** Starts the profile creation process by opening a new profile record.   ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/96451fbe-97e7-4df1-a44d-b4d5e8afa775/05cb580f-badc-469a-aed0-58f52cc6476a.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.1577&fp-y=0.0730&fp-z=2.8028&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=435&mark-y=113&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xOTEmaD03MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### Step 4: Click Create Click **Create** to finalise the profile creation. **What this does** Creates the Documents Profile and saves it to the system.   ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/de727006-0807-4d6e-8110-59caf9f0b5c1/2da280b8-748e-4465-8a19-6722da323674.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4048&fp-y=0.2645&fp-z=2.0000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=1000&mark-y=513&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xMDImaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) ### Step 5: Open the profile Click **Go to document profile**. **What this does** Opens the profile detail page where you can add and manage files, images, and links.   ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/c8851f10-3419-4963-afd5-2832ae880bfb/a5b5721e-4e01-468d-8407-003bbc72bb55.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4414&fp-y=0.3328&fp-z=1.5251&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=443&mark-y=302&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xNzYmaD0zOCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)   --- ### Add files to the Documents Profile ### Step 6: Open the Files tab Click **Files**. **What this does** Displays the file attachment section for the profile. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/b46ead17-353d-4f30-80d5-c19de7466a19/3c665826-75c9-4cec-ba17-5e0ff4fb68f8.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=196&mark-y=58&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMyREE3NUUmdz0zNSZoPTI3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   ### Step 7: Click Add File Click **Add File**. **What this does** Opens the file upload window to attach documents. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/1d9632aa-eec0-492d-b321-492b1f469511/8f284654-d036-401d-b474-a99e196dfe61.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5252&fp-y=0.4813&fp-z=1.0423&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=1130&mark-y=99&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz01OCZoPTIyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   ### Step 8: Upload the file Click **Browse files** and select a file from your device. **What this does** Opens the file picker, allowing you to select and upload one or more files. **Screen controls** - **Browse files**: opens your device file selector - Drag-and-drop area: allows direct file upload (if supported) ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/0756a4f2-4bca-4d67-a2ef-b5d8da684e28/5e9306d5-8fbc-4283-836e-14542480eddc.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&fp-z=2.0000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=628&mark-y=337&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xMzAmaD0zMiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)   --- ### Add images to the Documents Profile ### Step 9: Open the Images tab Click **Images**. **What this does** Displays the image management section for the profile. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/42d0b1b7-bdef-443c-afa1-cd0469c20765/cfce2051-3837-4114-aa5f-5b5af0cb523c.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=225&mark-y=58&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMyREE3NUUmdz00NSZoPTI3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   ### Step 10: Click Add Image Click **Add Image**. **What this does** Opens the upload interface for adding images to the profile. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/1ec12e79-041c-4d19-af52-2b2ed81246ad/32bbe9f6-41b0-4f39-8ebc-582e3718ca28.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5238&fp-y=0.4813&fp-z=1.0423&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=1119&mark-y=99&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz02OSZoPTIyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   ### Step 11: Use the upload window Use the **Uppy Dashboard** to select and upload an image. **What this does** Displays an upload modal where images can be selected and uploaded. **Screen controls** - **Uppy Dashboard**: upload interface - Press **Escape** to close the window ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/8173c056-0807-4eef-a2c5-b2d35dcf3a32/8482612e-8f7e-42bc-a68b-3b97605f7591.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&fp-z=1.0019&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=1&mark-y=2&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xMTk4Jmg9NzIyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   --- ### Add links to the Documents Profile ### Step 12: Open the Links tab Click **Links**. **What this does** Opens the link management section for the profile. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/deac3d0f-ab68-4986-ba64-e1be1b3a5502/0754036e-84f2-4032-ae83-24f265023a6d.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=265&mark-y=58&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMyREE3NUUmdz0zOSZoPTI3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D) ### Step 13: Click Add Link Click **Add Link**. **What this does** Opens the link creation form. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/15835c85-2892-441b-8877-e21010886362/3fc7a6c1-db87-4dd5-bf67-7781973b247c.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5252&fp-y=0.4813&fp-z=1.0423&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=1127&mark-y=99&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz02MSZoPTIyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)   --- ### Step 14: Save the link Enter the required link details and click **Add Link** again. **What this does** Saves the link to the Documents Profile. ![](https://images.tango.us/workflows/3f49e9cf-e6fa-40d7-886f-aa970d9da09e/steps/887f681f-50f0-43d0-b852-ddad834a9a29/aaa0e268-22d8-4566-b102-b06a766be8c4.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5087&fp-y=0.5121&fp-z=2.0000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=722&mark-y=425&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMyREE3NUUmdz0xMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)   --- ### How this appears on Assets After the Documents Profile is configured and applied: - Files, images, and links are available on the **Asset Snapshot** - Content is displayed in the **right-side menu** of the asset view - All assets using the same profile will show the same standardised content This allows users to quickly access relevant documentation without needing to manage files individually on each asset. --- ### What to check after setup After completing the process, confirm that: - the profile opens correctly - files appear under the **Files** tab - images appear under the **Images** tab - links appear under the **Links** tab - assets using this profile display content in the **Asset Snapshot right-side menu** --- ### Troubleshooting **Add Profile button not visible** - Confirm you are in **Admin > Profiles > Documents.** - Check your permissions. **File or image does not upload** - Reopen the upload window and try again. - Confirm the file exists on your device. - Check file size or format if restricted. **Link not saved** - Ensure all required fields are completed. - 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