Attaching files to a document record

You can attach files to a document record on the Attachments tab. Use attachments to keep relevant information together with a document record. For example, you might have an internal email discussion about a library policy or procedure, and you want to retain the context for the decision that was made in the system. After attachments have been added to a document record, you can edit or remove them.

To attach files to a document record

1. From a document's Details page, select the Attachments tab.
2. Click Add New Attachment.

3. Select the current date (or the date that the attachment refers to) and type any details about the attachment, then choose the file to attach.

   

4. Click Submit.