Adding documents
Field | Description | |
---|---|---|
1 | Select Document | You can either drag and drop a document into the 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 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 |
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8 | Site | Select the site where 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 |