Uploading documents

Upload a document from your local system to the web server. The system uploads the document and creates a new document record. If the new document record is created from the Documents tab of a form, the system associates the new document record to the selected record on the specific form. For example, a foreman may create a piece of equipment and attach a document such as a drawing, a warranty, or other schematic to the equipment by uploading the document to the equipment record.

To upload documents:

  1. From any form, click the Documents tab.
  2. Click Create/Upload Document.
  3. Specify this information:
    Document Code
    Specify a unique code identifying the document, and then enter a description of the document in the adjacent field code.
    Organization
    Specify a document organization.
    Choose one of the following options as necessary:
    • Create File System Document
      Select to create a file system document.
    • Upload Document
      Select to upload a document.
    File Name
    Specify the file name, or click Browse.
    File Path
    Specify the file path.
  4. Click Submit.