The Documents Tab contains a list of Documents that are related to the selected object. Each related document is displayed in a table that includes:

  • name
  • size
  • type
  • version
  • status
  • date of modification

  1. Click Assign.
  2. In the pop-up window, select the appropriate documents to be associated. Click OK.
  3. The document has now been linked to the selected object.
  4. Click View to open the document.
  5. To remove the document; select document and click Remove.

 

Need more help with this?
Visit the Support Portal

Thanks for your feedback.