Add documents and categorize them at the same time

  • If there are no entries in the Documents area yet, or if the required category is not among those already written,
    • select the category from the Category listbox in the area header and click on the New document button.
      • The new category record with the required category, and below a new (empty) document record, are 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.

Add documents to existing categories

  • If the required category has already been inserted in the area,
    • insert a new document line by right.clicking on the category and selecting the Insert → Document command from the context menu.
    • Edit the document record as described above.
    • Save.