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. Open the Parts form.
  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 the following 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. Document—Enter the document to view or edit. The system automatically populates Document Description.
  6. Print with Work Order—Select to print the document with the work order.
  7. Copy to Work Order—Select to copy the document to the work order.
  8. Print with Purchase Order—Select to print the document with the purchase order.
  9. Copy to Purchase Order—Select to copy the document to the purchase order.
  10. 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.