Document Upload - Document Manager

The Document Manager screen contains all documents that are associated with the selected record.  The numbered list below describes the Document Manager screen.

1. The two option buttons (Show Active and Show All) determine what documents are displayed.  If you select Show Active, then only the active documents are displayed.  If you select Show All, then all documents associated with the selected items are displayed.

2. Double-click the document to display it.  If you have a supported viewer configured for your browser, then the window launches and displays the document.  If the document does not have a supported MIME type in your browser, the standard browser behavior applies.  This could be a prompt to download or open the file.

3. The label at the top shows the module and number for the documents or links that appear in the grid.

4. There are two buttons.  From left to right they are New Document and New Link.

5. If you click New Document, the Document Edit pop-up window opens.  Enter a Description of the document, select the status (Active, Auto Print (PDF Only), or Inactive), and select the Lookup button to browse to the document.  Click O.

6. If you click New Link, the Document Edit pop-up window opens.  Enter a Description of the link, select the status (Activeor Inactive), and enter the URL. The URL can be a link to an external Web page (http://), a page on your Intranet, or a file link (file://). Click OK.