12.1.5.2 Associate Documents

Documents

Documents can be associated to any object (except Sets and Folders). Documents are stored in a centralized document repository on the EPC Web App. Under this sub-section of the General Details, Web Modelers can choose a document from the repository and associate it to a specific process where the document is needed.

This section is available within the edit form of the object when you Create or Edit an object.

Associate Documents

1. Navigate to the “Which Documents are used?” section and click on the icon to expand the section.

2. Search for Documents

To associate a document type the name of the document you want to associate. (for this example, we will look for the document “Interview Questionnaire”).

*The list of documents will populate based on key word typing

3. Select the Document

From the search suggestions, click to select the document you want to associate.

4. List of Associated Documents

The document(s) will appear in a table displaying the name of the document, its type, and its status.

*Web Modelers can add multiple documents to any object, and many objects can use the same document.

Remove Documents

To remove the document from the object, click on the

To create new Documents, click here