Adding Files and Folders |
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Adding Files and Folders to the Publish list.
Clicking on the Add File button opens the following view.
Click the Document folder button shown to select the file to be included. Populate the remaining fields to show:- Entity The Entity the document relates to. Responsible The person adding the file Assigned Responsibility The person who will control the Document Management Is the document going to be version controlled or unmanaged. Document Type A customizable field where the document type is specified. Form Type A customizable field where the form type is specified. Document Retention How long the document will remain active before expiring - predicted usefulness.
Clicking the Finish button at any time will close the screen with the following options. Placing the document in the Publish Queue allows the document to be reviewed before being Published.
Clicking the next button displays the Document Summary
Clicking the Add Another button at anytime will also present you the Publish options but will also open up a new blank view awaiting the attachment of the document.
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