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.

 

  1. Click Add.  Note: the 'Add a New Document to My Files' popup window will display.

  2. 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.

  3. 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".

  4. Select Author from
    OR
    under Other enter another name  in that does not appear in the list in.

  5. Enter a short Description of the document in .

  6. Select 1st Keyword from .

  7. If applicable select 2nd Keyword from .

  8. If applicable select 3rd Keyword from .  Note: To select multiple keywords, hold the 'crtl' key and click.

  9. 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.

 

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