Centric 8 allows you to attach one or more ${DocumentMaster.Name} from your local system.
How to create a ${Document.Name}
- In the Document column, mouse-over ${Actions} and select ${New} ${Document.Name}...
- A new row is created in the table. Enter the ${Document.Name} name.
The following attributes are displayed in default view:
- Document: Enter a document name
- Latest Revision: By default, when uploading a file at the first instance, the revision number is displayed as 1. To edit this revision number, click on the document name. In the document properties tab, this field is editable. Edit the details as required.
- Revision Description: Enter a brief description for the document
- Rev Created: These details are auto generated by the system whenever a document revision is created. These details cannot be edited in the table.
- File: Mouse-over anywhere within the cell and select Browse Files. Browse and select the required file. The selected file name is displayed in the cell.
- Actions: Use the revise, approve current version or delete icons as required to create a new revision of the document based on the current revision, approve the current version of the document or delete the document
Options available for the Files attribute
- To upload a file:
- Mouse-over anywhere within the cell in the File column, and select Browse Files.
- Browse for the required file and upload.
- To reset a file:
- In the File column, mouse-over on the file name and select Reset File option.
- The selected file is removed and no longer displayed in the File column.