Knowledge Base

A guide explaining how to add the Shelf application to your device's dock, taskbar, or homescreen across different platforms and operating systems.

An overview of Shelf's data management architecture, illustrating how user data moves from initial platform interaction through secure database storage.

A step-by-step guide for new users setting up their first workspace, from license activation through team management.

Learn how to update the email address associated with your Shelf user account through a straightforward verification process.

Learn the different ways to contact Shelf's dedicated support team when you need assistance with your inventory management.

Instructions on how to log in to your Shelf account using your username and password or a One Time Password (OTP).

A guide to resetting your password in Shelf, whether you are already logged in or have forgotten your password.

Learn how to submit feature requests and feedback to help shape future updates and enhancements to Shelf via GitHub.

Learn how to install Shelf as a progressive web app on iOS, Android, and desktop browsers for quick access to your asset management system.

Learn how to manually add new assets to your inventory in Shelf, the core building block representing tangible items requiring tracking and management.

The advanced asset index in Shelf provides powerful ways to view, filter, sort, and manage your assets. This guide covers all features and best practices for maximizing your asset management efficiency.

Learn about Shelf's alternative barcode feature that extends beyond standard QR codes, enabling organizations to integrate multiple barcode formats into their asset tracking systems.

Asset reminders help track time-sensitive tasks related to assets in Shelf, ensuring users never miss important deadlines for maintenance, inspections, or contract renewals.

Shelf's Batch QR Scanning feature enables users to perform actions on multiple assets simultaneously by scanning their QR codes in succession, significantly improving efficiency when managing groups of assets.

Learn how to customize QR label displays in Shelf by choosing between unique QR code identifiers or sequential asset numbers (SAM IDs) to match your organization's workflow.

Shelf's duplicate feature enables rapid creation of multiple copies from an existing asset. This guide explains proper usage and important considerations regarding custom fields and unique identifiers.

Populate your inventory with assets manually or save time by importing your full inventory via a spreadsheet.

Learn how to activate Shelf's advanced asset index, which provides enhanced capabilities for interacting with asset data within the Shelf platform.

Shelf's filtering and export capabilities enable users to create customized views of asset inventories and extract data in CSV format, supporting tasks like inventory audits, custodian tracking, and financial reporting.

Learn how to design and batch-produce branded QR code labels using Shelf's Unclaimed Codes feature, maintaining complete control over label design while staying synchronized with Shelf's asset database.

A comprehensive guide on how to prepare and import asset data using CSV files into Shelf, covering file requirements, standard columns, custom fields, barcodes, and troubleshooting.

Learn how scanning assets works in Shelf, including the differences between linked and unlinked codes and methods for interacting with QR codes.

Learn how Sequential Asset IDs provide simple, memorable identifiers like SAM-0001 that make asset management intuitive for everyone.

Learn how to use sublocations to organize your equipment across multiple sites, buildings, and rooms by establishing parent-child location relationships.

Learn how Shelf's signed custody feature enables administrators to attach PDF documents to custody transfers, creating formal agreements between asset owners and custodians.

QR code swapping gives flexibility in your asset operations. This powerful tool allows you to replace an asset's existing QR code with a new one while maintaining all asset data.

Shelf provides comprehensive sorting capabilities to organize and navigate asset inventory efficiently, with support for multiple data types and sorting directions.

Shelf's batch actions feature enables performing operations on multiple assets simultaneously, streamlining asset management workflows and saving time when updating inventory at scale.

A guide walking you through the steps to maximize your asset tag investment, from receiving your tags to scanning and registering assets within Shelf.

The Activity tab in each booking provides a complete timeline of events and notes, helping teams keep track of conversations, updates, and system changes in one central place.

This guide explains how to add equipment to a booking in Shelf, covering the process for adding both individual assets and pre-configured kits to time-based check-outs.

The Availability View is a powerful feature within Shelf's Advanced Asset Index that provides calendar-based visibility into your asset availability, upcoming bookings, and important deadlines.

Shelf's booking export feature allows users to extract comprehensive booking information in CSV format, facilitating equipment usage tracking, cost allocation, reporting, and asset movement documentation.

Administrators can customize permission settings in Shelf to control what Self Service and Base users can see regarding custody and booking information for assets, allowing for precise control over team member access.

The custody feature functions like an indefinite checkout system, allowing organizations to track which team members have borrowed assets without specifying return dates or locations.

Shelf's booking system allows users to check in or check out assets earlier than originally scheduled, while maintaining records of the original booking period for transparency and analytics purposes.

This guide explains how to prolong existing bookings in Shelf's asset management system without creating new ones, useful for situations where assets are needed longer than initially planned.

This guide covers the steps needed to reserve and check out assets to a person within your organization using Shelf's booking feature, ensuring equipment availability when needed.

The Shelf bookings feature enables users to pre-book assets from inventory and generate printable PDF overviews, which is valuable for event preparation and equipment loan tracking.

This guide explains the fundamental concepts of Shelf's Bookings feature, which enables users to reserve equipment for specific time periods while preventing double-bookings.

Partial check-ins in Shelf allow you to process asset returns flexibly, even when not all items from a booking are returned at once.

This article walks through common booking scenarios to clarify the concept and value of using Shelf's booking feature from both self-service user and administrator perspectives.

This feature allows workspace administrators to define operational schedules, ensuring bookings occur only during facility hours. The system automatically validates booking requests against configured hours to prevent impossible pickup and return times.

You can organize your inventory assets into custom categories based on your specific needs and preferences, making it easier to locate and manage your assets within the system.

In Shelf, a tag is a labeled attribute you can attach to assets or bookings, allowing organizations to categorize items with flexible keywords beyond fixed fields like category or location.

Customize your workflow by adding custom fields to your assets in Shelf.

An overview of field types that can be used as custom fields in Shelf, enabling organizations to customize their asset management systems to match specific workflow requirements.

Configure custom fields for your asset categories and start enjoying a more streamlined asset management experience in Shelf.

Shelf offers Custom Property IDs, allowing you to assign unique identifiers to your assets separate from the system-generated Asset ID.

Kits are a powerful feature in Shelf that allows you to group assets together, making it easier to manage and track your inventory.

Shelf allows you to invite multiple users simultaneously by uploading a CSV file containing their information, making it useful for onboarding teams or departments all at once.

Shelf supports handheld and wireless barcode scanners on the desktop interface, allowing you to scan QR asset tags using barcode scanning equipment for rapid processing of multiple items.

This guide explains how to change a user's role within your Shelf workspace while maintaining data integrity.

As your team grows and evolves, you may want to give some of your Non-Registered Members (NRMs) direct access to Shelf.

What can you do with a 7 day Team Trial? An overview of Shelf's team asset management trial offering.

How to create non-registered team members, invite users and get them going with Shelf.

A short overview of user roles and their permissions in Shelf, including Owner, Administrator, Self-service, Base, and Non Registered Member roles.

Shelf provides multiple ways to export your asset data, giving you flexibility in managing and analyzing your inventory information.

Creating additional workspaces in Shelf is a straightforward process. Follow these steps to set up a new workspace.

How does upgrading to a team plan look like in Shelf? Find everything you need to know about it here.

With Shelf Workspaces, you can link multiple teams or departments and have one Shelf account for your entire organization.

Shelf supports single sign-on (SSO) using Google Workspace (formerly known as GSuite). Enterprise or Organization plan only.