Upload and Attach Document

Explanation

This activity is used to upload documents to IFS Document Management and attach to a business object.

Prerequisites

• To perform this activity, documents files must be created and saved in your computer.
• A Business object must exists.
• DocReferenceObject^ service should be added to respective Logical unit of the business object in Solution Manager\User Interface\Object Connections.

System Effects

As a result of this activity,

• Files are imported into IFS Document Management and documents are created.
• Documents are connected to the business object and are visible in the Attachments group - Documents tab.

Related Window Descriptions

Document Folder

Procedure

1. From the business object page, click on the attachments button.
2. This will expand the Attachments group at the bottom of the page.
3. Click Documents tab.
4. Click Upload New button.
5. In the Upload New Document dialog, either drag & drop files on to drop area or click Browse to open files to upload.
6. Change document information if necessary and click Upload.
7. After the documents are created, those will be shown in the Attachments group.