16.8 Upload a Document and Assign to Process

Documents are uploaded from your local system to the EPC document repository. For this reason, any kind of file, file link, or URL can be added to the document repository. Files are saved in the EPC database; file links point to files in a file server, and URL links point to a web address.

*For this exercise, download this Word document Job Description Guide on your desktop. By clicking on the link to download the Word file, the file is saved in your drive folder “Downloads.” If the file is not there, click and open the Word file, and then “Save As” on your desktop.

Here’s what you’ll learn in this section:

• Uploading a document
• Assigning a document to a process
• How to customize your EPC Home Page
• How to complete the approval cycle