Uploading a Document

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 from 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