Difference between revisions of "Documents/How to Add a Document"
From Commence CRM-Help
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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. | |
| − | 4. Tag the folder as “Public” or “Private.” | + | ::4. Tag the folder as “Public” or “Private.” |
| − | 5. Complete the other information fields on the “Upload File to Fileserver” dialog. | + | ::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. | + | ::6. Click on the “Save and Close” button to add your document. |
[[File:ScreenHunter_82 Sep. 25 14.57.jpg]] | [[File:ScreenHunter_82 Sep. 25 14.57.jpg]] | ||
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.
