Add an attachment to a document

This part of the guide explains how to add an attchement to a document.

Step 1 - Go to the page List of Documents

1. Go to the Docs & Files module;
2. Choose the Documents menu. This action opens the List of Documents page (510:2002);

Step 2 - Add an attachment to a document

3. Go to the Selection Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Created Date From, To, etc.;
5. Click the Refresh button. This action refreshes the page and displays documents in the lower section;
6. Find the document you want to add an attachment to;
7. Click the hyperlink of the Doc No. subject of the request (the line becomes grey). This action opens the Document page (510:2001);
8. Go to the Attachment section;
9. Click the Import button. This action opens the pop-up window File to Upload;
10. Click the button Choose a file and choose the document to upload from your desktop. This action displays the attachment to be added to the document;
11. Click the Load button. This action links the attachment to the document and redirects you to the Document page (510:2001);
12. Click the Save button. This action confirms the saving of the attachment and refreshes the Document page (510:2001).