How to Upload Files in a Document?

Created by techpride15 Lakshmi, Modified on Mon, 28 Oct, 2024 at 4:22 AM by techpride15 Lakshmi

You can attach files to a document such as the registrations or licenses when needed.  

1.  Navigate to Documents


The Documents page is displayed.



2.  Click  icon. 


The Document Metadata dialog is displayed. 



3.  Select Upload File. 


The Document Upload dialog is displayed.


Note:

  • You can also upload files to a document by navigating to Documents Actions  in the row of the document you wish to upload a file.  Select Upload File from the Actions dropdown list.

  • If a file has already been uploaded, you can replace it by clicking Replace File and following the steps below to upload another file.



3.  Click Choose File


The Open dialog is displayed. 


Note:  The file formats can be GIF, JPEG, PNG, PDF, WORD, EXCEL or KML/KMZ. Max size: 100Mb.


5.  Select the file from your system that you wish to add.

6.  Click Open


The file is added. 


7.  Click Save.


The file is uploaded. 

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