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. Document Code—Enter a unique code identifying the document, and then enter a description of the document in the adjacent field code.
  4. Organization—Enter a document organization.
  5. 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.
  6. File Name—Enter the file name, or click Browse.
  7. File Path—Enter the file path.
  8. Click Submit.