The General tab contains a section for the basic information about the Document, where the document can be uploaded, as well as the Responsibilities and Associations sections.

What is this Document?

This table below describes the fields of this section.

Field Description
Name The name of this Document. A name is mandatory for all objects.
Parent Folder The Folder under which this Document is nested.
Unique Identifier The Unique Identifier of this Document. This serves to uniquely identify the Document as per your company protocol.
Description This field describes the document in detail. The rich text format allows for text formatting, images, URLs, tables, etc.
Type The type of document (File, URL, File Link). See below for detailed instructions on how to upload a document.

Upload a Document (File, URL, File Link)

To Add a File
i) Navigate to the “Type” sub-section, and click on the “File” box

ii) Click on “Choose a file” to choose the file you want to upload

iii) A window will be generated where you can choose the file you want to upload


iv) Drag the file you want to upload to the box

To Add a URL
i) Navigate to the “Type” sub-section, and click on the “URL” box

ii) Type or Paste the URL you want to upload

To Add a File Link

i) Navigate to the “Type” sub-section, and click on the “File Link” box

ii) Copy the File Link of the file you want to upload

iii) Paste the File Link you want to upload

Responsibilities and Associations

Since the Responsibilities and Associations sections are common to many EPC objects, the instructions have been centralized in the Associations section of the user manual. You can find direct links to instructions for specific sections below.

Section Instructions
What are the Responsibilities? Assign Responsibilities
Which Documents are used? Associate Documents


Était-ce utile?

Oui Non
Vous avez indiqué que ce sujet ne vous a pas été utile ...
Pouvez-vous SVP laisser un commentaire nous disant pourquoi? Merci!
Merci pour vos commentaires.

Laissez votre avis sur ce sujet.

SVP ne pas utiliser pour des questions de support technique.
Visit the Support Portal