This article provides steps for uploading Documents to an Entity. For attaching Documents to a Risk Item (My Risks: Documents) or to a response within a Survey (My Surveys: Supporting Documentation), please follow the respective hyperlinks. Continue reading to learn how to create a Document, assign to an Entity, and successfully upload it into the tool.
Step 1. Access My Documents
1.1 Log in.
1.2 Click MY DOCUMENTS.
1.2 Click MY DOCUMENTS.
Step 2. Upload Documents
2.1 Click CREATE DOCUMENT to open the "Document Manager".
2.2 Click on the "Attach To An Entity" FIELD.
2.3 Click the NAME of the Entity you'd like to assign the Document to.
2.4 Click ADD A FILE.
2.5 Click on the "Document Name" FIELD and type in a name for your Document.
2.6 Adding a Reference is optional, just click on the "Reference" FIELD and type in an identifier.
2.7 Click SUBMIT to upload or CANCEL to close.
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