Add Documents to Position

This procedure should be used to link document records to a position.

The result will be a link between a position record and any number of document records.

Before you start

Before the procedure can begin, the following prerequisites must be met:

  • The position must be defined in 'Model/Site. Connect Position' (MOS440)
  • Documents must be defined in 'Documents. Open' (CRS230).

Follow these steps

Follow the steps below to add documents to positions.

  1. From 'Model/Site. Connect Position' (MOS440), select the position to which the documents are to be added.

  2. Select Option 20='Documents'. This will go to Documents - 'Position. Connect Documents' (MOS448).

  3. Enter the document code and select New. Press Enter to confirm the link.