Documents (Portfolio) MOD009CS9

Access

• Portfolio panel → Documents

Information

• In the Documents module, you can assign documents to the portfolio and manage them.

Module variants

Insert Document

Procedure

• If there are no entries in the module yet, or if the required category is not among those already created,
  • select the required category from the Category listbox (below the module header) and click on the Insert document button with the plus sign.
    • The new category record with the required category, and below a new (empty) document record, will be inserted.
    • Enter a document name in the Document field and possibly write a short description in the Description field.
    • Attach the file in the Linked file field.
  • Save.
• If the required category already exists and contains one or more documents,
  • insert a new document record
    • by right-clicking on the category or on a document record and
    • selecting the Insert → Portfolio document command from the context menu.
  • Edit the document record as described above.
  • Save.

Details

• If the Completed and/or Archive checkboxes are activated for documents, the respective documents will no longer be displayed in the base variant but they will be moved to the Completed documents or Archived documents variant.

Delete Document

Procedure

• Mark the record which contains the required document.
• Delete the record via the Delete button in the menu bar.