Upload a document as an attachment

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • After creating a document record, add the document to the record as an attachment.

    Avant de commencer

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procédure

    1. Open the document record.
    2. Select the Upload/Check in Revision related link.
    3. Click Choose File.
    4. Select a simple document, such as a text file, and click Open.
    5. Check that the name reads Policy_POL_0.1.
    6. Click OK.

      The document is listed under Document Revisions.