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.
|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.
|What are the Responsibilities?||Assign Responsibilities|
|Which Documents are used?||Associate Documents|