Upload a document as an attachment

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

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Open the document record.

2. Select the Upload/Check in Revision related link.

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.

Parent Topic:Managed Documents