Creating/Uploading documents

You can link existing documents that are not file system documents to a selected record. When they are linked they will be saved as file system documents in Administration > Setup > Documents and will be included as options when adding a document. You can also create a new document which will also be saved as a file system document.

To create/upload a document:

  1. Open a page that supports documents and select a record to which to create or upload a document.
  2. Click the Documents tab.
  3. Select Create/Upload Document.
  4. In the Create/Upload Document window, specify the information that you require. See additional details about these fields:
    Document Code
    Specify the document code in the first field. Specify the document description in the second field.
    Upload Document
    Select this option to browse for an existing file.
    Create File System Document
    Select this option to create a file by specifying the file type and the file path to save to.
  5. Click Save.