Uploading Related files
Upload file related to the main document (certificate, letter, report).
There are two options to access uploading action for Related files
Step-by-step guide 1- Using the hover menu
No | Image demonstration | Instructions |
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1 | Go to "Documents" site Hover over the document Click on 'more' and on the action 'Upload related file' | |
2 | When clicked on the action, new dialog will show up. Click on "Select files to upload" button. | |
3 | Choose file from your filesystem which you want to upload. | |
4 | When file is selected, new filed for entering comments will show on the dialog. | |
5 | Once document upload is completed, messsage for successful upload will show up. | |
6 | To see files related to the main document Hover over the document Click on 'more' and on the action "Show related files" | |
7 | New dialog will show up with the list of links to the related files. If there are no related files, dialog will be empty. |
Step-by-step guide 2 - from Document Details page
No | Image demonstration | Instructions |
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1 | Click on the Document name to open | |
2 | On Document details page, click on the | |
3 | When clicked on the action, new dialog will show up. Click on "Select files to upload" button. | |
4 | Choose file from your filesystem which you want to upload. | |
5 | When file is selected, new filed for entering comments will show on the dialog. | |
6 | Once document upload is completed, messsage for successful upload will show up | |
7 | To see files related to the main document, click on the 'Show related files' action in the right-hand side menu. | |
8 | New dialog will show up with the list of links to the related files. If there are no related files, dialog will be empty. |