to the
right of the File field; the Windows File Explorer will open.
Locate and select the file to be attached then double-click on the
file name.Client Management SedonaDocs General Documents Function Buttons Add Button
Add Button (page 3)
3. Once the header
information has been filled in, navigate to the grid area below the
header to locate the document. Press the to the
right of the File field; the Windows File Explorer will open.
Locate and select the file to be attached then double-click on the
file name.
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4. The File name, Description, Security Level and Document Type will fill in on the first line of the file grid area. If additional documents are being added at this time, proceed to the next line in the file grid and the instructions from step 3 above. Continue until all documents to be attached are listed. As each new file is added to the file grid, the Description, Security Level and File Type (Document Type) will default from the information that was entered in the header area of the Document Add form. Modify each file line with the appropriate selections.
5. Once the document list is complete, press the Upload button located at the lower right of the Document Add form. The documents will be added and displayed in the General Documents list.