Uploading Related files

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
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.
Enter comment if neccessary and click on upload button to start uploading related file.

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
1

Click on the Document name to open
Document details page

2

On Document details page, click on the
'Upload related file' action in the right-hand side
menu.

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.
Enter comment if neccessary and click on upload button to start uploading related file.

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.
8New dialog will show up with the list of links to the related files.

If there are no related files, dialog will be empty.