Viewing and modifying associated documents

View or edit documents associated to the entity.

Note: This popup is used when an entity does not have a Documents tab.

To view and modify associated documents:

  1. Select Materials > Parts.
  2. Select the part for which to view or modify a document, and then click the Stores tab.
  3. Select a store, and then click Add/Edit Documents.
  4. Choose one of these options as necessary:
    • To view or modify a document

      Click View/Edit Document. Follow steps 5-10.

    • To associate a document to an entity

      Click Add Document. Follow steps 5-10.

    • To create or upload a document

      Click Create/Upload Document. See Uploading documents.

  5. Specify this information:
    Document
    Specify the document to view or edit. The system automatically populates Document Description.
    Print with Work Order
    Select to print the document with the work order.
    Copy to Work Order
    Select to copy the document to the work order.
    Print with Purchase Order
    Select to print the document with the purchase order.
    Copy to Purchase Order
    Select to copy the document to the purchase order.
  6. Click Save.
    Note: To view the document, click View/Edit Document. Click View Document.

    To remove or modify the document link, click View/Edit Document. Click Remove Document Link. See Removing document associations in the Infor EAM System Administrator's Guide.