Contents Now Platform Capabilities Previous Topic Next Topic Upload a document as an attachment ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Upload a document as an attachment After creating a document record, add the document to the record as an attachment. Open the document record. Select the Upload/Check in Revision related link. Click Choose File. Select a simple document, such as a text file, and click Open. Check that the name reads Policy_POL_0.1. Click OK. The document is listed under Document Revisions. On this page Send Feedback Previous Topic Next Topic
Upload a document as an attachment After creating a document record, add the document to the record as an attachment. Open the document record. Select the Upload/Check in Revision related link. Click Choose File. Select a simple document, such as a text file, and click Open. Check that the name reads Policy_POL_0.1. Click OK. The document is listed under Document Revisions.
Upload a document as an attachment After creating a document record, add the document to the record as an attachment. Open the document record. Select the Upload/Check in Revision related link. Click Choose File. Select a simple document, such as a text file, and click Open. Check that the name reads Policy_POL_0.1. Click OK. The document is listed under Document Revisions.
