Adding a Document

When you are dealing with a document field, clicking the add icon beside the field opens the Add-File Upload page.

To add a document, use the following steps:

  1. Go through one of the paths above and click the add icon. The Add – File Upload page opens.
  2. Fill in the fields as described in the table below:
    FieldsRequiredDescription
    document codeRequiredEnter a descriptive name for your document. The document is listed by its code in the drop-down list and document field.
    summaryOptionalEnter a short description of the document.
    descriptionRequiredEnter a complete description of the document.
    urlOptionalEnter a web address to link to a web presence.
    file to uploadRequiredClick the Browse... button to upload a file from your computer.
  3. Click the Save button to add your document and return to the previous page. The added document is populated in the field. Click the Cancel button to return to the previous page with out saving your document.