Adding Documents

You can easily attach documents to your projects in the register.

• Open the record you wish to add your document to.  To do this either click on the Description or the document icon in the “Documents” column.   
• In the following example we are using “Stage Gate Review”.

• Select ADD in the Documents pane

This will open the Document Upload pane where you can add your document. 

• You can use the “Select File” to upload a document to your computer, or
• You can drag/drop your document onto the screen.  

The uploaded document(s) will appear on the right hand side.

• Click the SAVE button and exit the screen.  

The document(s) will show in your register

Link to Document

You can do two things with the “Link to Document” function.   You can link via “Hyperlink” out to a location, e.g. it could be on a google drive or a SharePoint site. The other option is if you select “Project Document” from the drop-down, you can link the register items to a document that has already been saved against the project.  

Link via Hyperlink

• Select “Hyperlink” from the drop-down menu to open the pane.  Add the link details for the document you want to add to the project.

• Click SAVE and exit the pane.

The document will show in the register.

Link via Project Document

• Select the option “Project Document” from the drop-down menu.

  

• Select the document you want to link to, by checking the left-hand box.

• Click SAVE and exit the pane.

Your document will be linked to your entry in the register.

• On the right-hand side of the document upload screen, you have the option “Select File”.  This allows you to select a document from your hard drive folder.

• Click SAVE and exit the pane.

All your uploaded files will show in the documents screen.

The register entry will show if there are documents already attached.  The icon under the “Documents” column will be blue if one or more documents have been added or black if no documents have been added.