Actions – Documents
This tab allows you to link single or multiple documents to the specific action. Also, you can add URL link through this page. If you are using the document management system, you would be able to add the Content Manager links using this tab.
To add documents to the action:
STEP 1: Click on the Select button to browse through and select the document. Provide a description for the document, in the space given.
STEP 2: Click on the Add button, and you would be able to select the next document. You can follow the same process to add multiple documents if necessary.
STEP 3: After you have selected the document/documents, click on the Upload button to upload the documents under the relevant action.
Note: You can use the Remove button to delete any document which is no longer required.
To add a URL to the action:
STEP 1: Define a title for the URL link which you are adding to the action.
STEP 2: Include the URL path against the 'Other Link' field and type the description according to your requirement.
STEP 3: You can add the URL to the action by clicking on the Add button.
Note: If you are using a Document Management System you will have the option of adding a 'DMS reference' under this tab.
