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For Best Practice information, see Implementing And Managing Job Linked Files.

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Legacy LAN Tab

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Procedures

Uploading A Linked File

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  1. Click Explore
  2. The local Explorer window will open and changes can be made, such as moving files around, re-naming, etc.
  3. Exit from the Explorer window when done.

Linked Files Tab

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Adding A Linked File

  1. Click New. The Linked Files dialog will be displayed.
  2. Select the Linked File Category
  3. Enter the details.
  4. Click OK. The dialog will close and a linked file will be added.

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DMS 

The Open DMS button launches Almirah, Insula's cloud-based document management system. For further information please Contact Insula Software.

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