Click My Files OR My Action Items on the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display documents list with the next to document.
Go to step 3 of PROJECT HOME MENU below.
Attach Keywords to a Document
This function allows users to attach multiple keywords to a document.
When there are 10 or more items to select from a list, the 'Filter by'
box will display. 'How
to use Filter By'
Navigation - from Login Menu
Click My Files OR My Action Items on the main menu.
Click
next to document in list, click Select.
Note:
The Project's Home Page will display documents list with the next to document.
Go to step 3 of PROJECT HOME MENU below.
Navigation - from Project Home Menu
Click Project File, My Files, My Hidden Files OR My Action Items on the main menu.
Click
next to document in list, click Properties.
Note:
The Document Properties window will display.
Click Keywords tab.
Click 1st 
and select Keyword.
If
applicable, click 2nd and select Keyword.
If
applicable, click 3rd 
to select multiple Keywords.
Note:
Hold the 'ctrl' key and click keywords to select multiple keywords. If
the dropdown lists are disabled you do not have the authority to attach
keyword/s and will not be able to proceed further.
Click Save or Cancel to close window.
Navigation Buttons & Screen Items
Business Rules