NAVIGATION
From the Login Main Menu and Project Home dropdown menu, click My Files/Project File.
Add a New File to My Files and Project File
This function enables users to add a document from their PC/file server to display and send for action.
Click Add. Note: the 'Add a New Document to My Files' popup window will display.
Click
to select file from your PC drive/s (floppy, CD, hard
drive/s, network drive/s). Select
file and click Open.
Note:
The file directory and name will display in the browse box.
Enter
File Name
in . Note:
Hover cursor over 'Field Name' to display example "Name in a way
that will mean something to the project...do not use dates".
Select
Author from
OR
under Other
enter another name in
that does not appear in the list in.
Enter
a short Description
of the document in .
Select
1st Keyword
from .
If
applicable select 2nd Keyword
from .
If
applicable select 3rd Keyword
from . Note:
To select multiple keywords, hold the 'crtl' key and click.
Click Save to save file OR click Cancel to close window. Note: On the Project File ONLY, the document will not display on the Project File for other Team Members until sent for action. Alternatively it can be made available to team members by clicking the Properties button and selecting the For Team checkbox on the general tab.
Navigation Buttons & Screen Items