Uniteam manual

Document Upload

In programs where you see the button you have the possibility to tie documents to this particular record.

When you press the button a new screen will appear.

You can simply Drag & Drop the document you want to upload or press the Upload-button and a new screen will display.

You can either upload a File from a folder in your network, or Add a document via an external link.

If you wish to upload press the Browse-button.

Find the document you wish to attach to the record and press Open, and it has been attached to the record. 

Press OK to upload the document.

An external document can be attached if you insert the path in the External Link field.

Press Add, and now OK to accept the attachment.

For Easier overview you can add a Document Type to categorize your documents. 

When pressing the Document-button now you will be able to see the docs attached.

Click in the line of the document you wish to see.