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 location Record View tab is displayed.
  3. Alternatively, click New Record to create a new document.
  4. Specify this information:
    Location
    Specify the location to which the document belongs. The system automatically populates Type.
    Document
    Specify a unique code identifying the document, and then specify a description of the document in the adjacent field.
    Revision Number
    Specify the revision number of the document For example, if you have updated the document since the document was entered in the system, enter 1.
    File Type
    Specify the type of file For example, word document (DOC), spreadsheet (XLS)and so on.
    File Path
    Specify the file path of the document. For example, URL (www.infor.net), filename (infor.doc) and so on.

    The system automatically populates Original Filename and Uploaded.

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