[Data Management] To add/delete files to a document
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STEP 1 Browse to Workflow documents Management Page
- Access Docswave > Admin > Data Management > Workflow documents Management
STEP 2 To add an attachment to a document
- 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.
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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
- 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
- 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.