Uploading documents

Upload a document from your local system to the web server. The uploaded document is uploaded and a new document record is created. If the new document record is created from the Documents tab of a form, the new document record is associated to the selected record on the specific form. For example, a foreman may create a piece of equipment and attach a document such as a drawing, a warranty, or other schematic to the equipment by uploading the document to the equipment record.

To upload documents:

  1. From any form, click the Documents tab.
  2. Click Create/Upload Document.
  3. Specify this information:
    Document Code
    Specify a unique code identifying the document, and then enter a description of the document in the adjacent field.
    Organization
    Specify the organization to which the document will belong.

    Choose one of the following options as necessary:

    • Create File System Document
      Select to create a file system document.
    • Upload Document
      Select to upload a document.
    File Name
    Specify the file name, or click Browse to find the document on your machine.
    File Path
    Specify the file path to the location where the document is saved on your computer.
    IDM Document Type
    Specify the document type if you are uploading it from the Infor Document Manager system.
    Effective Date
    Specify the date to make the document available in the system to users of this organization.
    Expiration Date
    Specify the date the document at which the document is no longer available to those users in the system.
    Title
    Specify the title of the document.
  4. Click Submit.