Creating documents

Create or update document records.

To create documents:

  1. Select Administration > Setup > Documents.
  2. On the List View tab, double-click the record to work with. The property Record View tab is displayed.
  3. Alternatively, click New Record to create a new document.
  4. Specify this information:
    Property
    Enter the property to which the document belongs.

    The system automatically populates Type.

    Document
    Enter a unique code identifying the document, and then enter a description of the document in the adjacent field.
    Revision Number
    Enter the revision number of the document, e.g., if you have updated the document since the document was entered in the system, enter 1.
    File Type
    Enter the type of file, i.e., word document (DOC), spreadsheet (XLS), etc.
    File Path
    Enter the file path of the document, i.e., URL (www.infor.net), filename (infor.doc), etc.

    The system automatically populates Original Filename and Uploaded.

    Inactive
    Select to flag this document as inactive.
    Revision Date
    Enter the date of the latest document revision.
  5. Click Save to save the document.