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Add a document |
In multiple places you can add documents, links and notes, for example on details pages, in logs and on the tab Documents.
Adding a document (in general) Step 1. Navigate to a place where you can add Documents, e.g. the tab Documents or a Plan-item Page. Step 2. Use drag and drop or click to add documents or links, click to add notes. Step 3. To add a new version of a document: select the row of the appropriate document and click Update. Click Choose file to upload a new version, then click OK. Step 4. To access earlier versions of a document: select the row of the appropriate document and click History.
Example: adding a document to a Plan-item Page Step 1. Navigate to a Plan-item Page, on the bottom of the page you see three sections: Step 2. In the appropriate section, click to add a document or a link, a dialogue box appears: •To add a document, enter a description and a version number, click Choose File to select the appropriate file, then click OK. •To add a link, enter a description and the link address, then click OK. •To add a link to a centrally placed document, e.g. an Automated Report, enter the document ID in the Internal Document Link, then click OK.
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