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general:document_attachments
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Document Attachments

The Document Attachments feature allows you to view, upload, and delete documents.

If you are logged on as a user assigned to a Document Attachments-enabled role, the Documents button is displayed on various pages. If a document is attached, the Documents button displays a paperclip icon.

List of permissible file types

List of document types by application and folder

Notes:

  • There is a 10MB maximum upload size.
  • All changes made in the Document Options window are saved when you close the window. You do not have to click Save after you close the dialog box.

Upload or view documents:

Under Document List:

Field Description
Application

Displays the application to which you are currently logged on (Grants and Projects).

Folder

Displays the appropriate folder based on the request type (Budget or Reimburse).

Under Document Upload:

Field Description
Select File to Upload

Click Choose File. Locate and select the document on your computer or network. The file name is displayed next to Choose File.

Select Type

Select the type of document you are uploading. The list varies according to your selection in the Folder field.

Description

Type an optional description of the document.

Upload File

Click to upload the file.

  • The document is listed in the Document List section.
  • The date-time stamp and user ID display the date and time the document was uploaded and the user ID of the user who uploaded the document.

Other Functions and Features:

Type

Click the link in the Type column to download the file to your PC to view it.

Choose File

Click again to add another document, and repeat the steps for uploading a document.

Trashcan Icon

Click to delete the document from the record. You are prompted to confirm that you want to delete the document.

general/document_attachments.txt · Last modified: 2021/06/25 10:18 (external edit)

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