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From within the Activities > Add Document screen;
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Field | Description | |
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| 1 | Select Document | You can either drag and drop a document into the |
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Select the Related Object Type that you are uploading the document to.
box or manually browser to find the document. | ||
| 2 | Releated Object Type | Select the Object Type the document is |
| 3 | Related Object Reference | Start typing the name of the object that the document belongs to.  |
| 4 | Document Structure | Start typing the name of |
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Select the Document Structure that you want to upload the document to.
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When you have selected the Document Structure you will then be able to select the Document Type for the document.
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the structure that the document is to be attached to | ||
| 5 | Document Type | Select the type of document that you are attaching. |
| 6 | Status | Choose whether the document is a Draft or Final copy. |
| 7 | Instance Name | |
| 8 | Site | Select the sitewhere the document is to be stored. |
| 9 | Internal Reference | Enter an internal reference for the document. |
| 10 | Tags | Add any required tags that you may want to search for this document with. |
| 11 | Notes | Enter any notes that you want to attach to the document |