Difference between revisions of "Documents/How to Add a Document"
From Commence CRM-Help
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1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document. | 1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document. | ||
| − | 2. Click on the “New” button. The “Upload File to Fileserver” dialog will appear. | + | :2. Click on the “New” button. The “Upload File to Fileserver” dialog will appear. |
::3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC. | ::3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC. | ||
Revision as of 10:06, 27 September 2012
After using the Documents Module Activity Panel to navigate to the folder within which you wish to place a document, click on the “New” button. On the “Upload File to Fileserver” dialog, use the “Browse” button to select a file from your PC. Complete oth-er information and then click on the “Save and Close” button.
1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document.
- 2. Click on the “New” button. The “Upload File to Fileserver” dialog will appear.
- 3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.
- 4. Tag the folder as “Public” or “Private.”
- 5. Complete the other information fields on the “Upload File to Fileserver” dialog.
- 6. Click on the “Save and Close” button to add your document.
