Document Registry

 

The Document Registry is used to upload and hold any kind of document within the application.  This might be for a document that will be used frequently. 

 

The documents held in this register are available to attach to any part of the system where the attachment menu or grid is displayed e.g. in work orders, equipment, employee

 

Accessed from System Configuration>>Document Registry

 

 

 

 

Click on Add New to add a new document to the Document Registry:

 

 

 

 

 

Category

 

This is free text.  It can be used to group documents together.

 

Code

 

This is free text.  It is a short name for the document.  This field must be entered.

 

Description

 

This is free text and is a description of what the document is.

 

Attachment Select the Local or Shared file from the File Mode drop down list.

 

 


More:

Local File

Shared File

URL Link