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Upload a document as an attachment

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Upload a document as an attachment

After creating a document record, add the document to the record as an attachment.

  1. Open the document record.
  2. Select the Upload/Check in Revision related link.
    Uploading a document
  3. Click Choose File.
  4. Select a simple document, such as a text file, and click Open.
  5. Check that the name reads Policy_POL_0.1.
  6. Click OK.

    The document is listed under Document Revisions.