On this tab, you can view the Properties of the selected ${MarketingTool.Name} Section. Additionally, you can create/add Documents to the selected Marketing Tool Section.

SECTION: PROPERTIES

The following attributes are displayed in the Default view:

SECTION: DOCUMENTS

How to create a new Document

  1. From the Document column, mouse-over Actions, and then select New Document. A new row is created.
  2. In the Document column, enter a name of the new Document.
  3. In the Revision Description column, enter a brief revision description of the new Document.
  4. In the File column, follow the given steps:

How to select multiple Files

  1. In the Documents section, click on Select Files button present on the table toolbar. The Open window is displayed.
  2. In the Open window, search, navigate, select the required documents, and then click on Open. The selected documents are added to the Document table.

How to move Documents to here

  1. In the Documents section, click on Move Documents to here button present on the table toolbar.  The Move Documents to here dialog box is displayed.
  2. In the Move Documents to here dialog box, select check boxes corresponding to the required Documents, and then click on Save. The selected Documents are moved to the Document table.

How to Revise and Approve a Document

  1. To revise a Document, in the Actions column of the Document row, click on Option icon, and then select Revise from the context menu that appears. The Revision value of the corresponding document increases by value 1.
  2. To approve a Document, in the Actions column of the Document row, click on Option icon, and then select Approve from the context menu that appears. The current revision of the Document is approved and the Option icon disappears from the Actions column.

The following attributes are displayed in the Default view:

NOTE: The editable fields are displayed with a grey triangle in the lower-right corner of the cell.

NOTE: The commented fields are displayed with a red triangle in the upper-right corner of the cell.

NOTE: The blank cell option initiates no action.
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Pre-requisites: Define Marketing Tool;

                          Define Section.