Adding a document

You can add documents to the library:

• From the list of documents of an element; see Using the library.
• Or from the Library function.

 

Prerequisites:

• To have configured the types of documents.
• To have created the file to be attached.
• To have the right to manage the library; see profile.

 

Procedure:

1. In the [System] module, select the [Library] function.
   → The list of documents in the library is displayed.
   
   
2. Click on the add icon .
   → The document detail form is displayed in creation mode; see Document [General].

 

Deleting a document

You can only delete documents from the library if they are not being used by any entities.
To find out which entities are linked to a document in the library, open the document details and select the [Linked entities] tab; see Library [Linked entities].