To add/delete files to a document

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[Data Management] To add/delete files to a document

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  • Admin > Data Management > Workflow documents Management
  • The admin can delete attached files/related documents to the document.
  • The admin can attach files/related documents to the document.

 

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STEP 1 Browse to Workflow documents Management Page

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  • Access Docswave > Admin > Data Management > Workflow documents Management

 

STEP 2 To add an attachment to a document

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, click the Attachments tab that looks like a clip.
  • You can attach a file that is uploaded to your Google Drive by clicking the Google Drive icon on the right side of the attachment. 
    However, you can only upload files that you own.
  • You can attach a file that is stored on your computer's local drive by clicking the clip icon to the right of the attachment.

 

STEP 3 To delete a file attached to a document

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, click the Attachments tab that looks like a clip.
  • Click the x icon to the right of the file name attached.
  • Deleted attachments cannot be restored and must be added anew.

 

STEP 4 To add/delete related documents to a document

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  • Click the document name to view the contents of the document.
  • In the document settings tab on the right, click the Attachments tab that looks like a clip.
  • You can add a related document by clicking the + icon to the right of the Related document at the bottom.
  • Related documents can only be added to documents related to the administrator himself or herself.
  • You can delete the related document by clicking the x icon to the right of the Related document that has been added.
  • Deleted related documents cannot be restored and must be added anew.

 

 

 

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