Objects

  Add Reference Document to an Object

1. Navigate to the object you wish to add a reference document to.

2. Click Reference Documents on the category tree.

The Reference Documents page displays.

3. Click , , or on the page tool bar.

4. Select Add Existing.

You may also create a new document to add a Reference Document to the current object.

5. Search for and select the reference document.

6. Click Submit.

The reference document is added to the object.

Use Info Bar Drop Zone

1. Navigate to the object you wish to add a reference document to.

2. Drag and drop files from your computer onto the Drop files here area on the object Info Bar.

If the object has a Reference Documents category, the files are added.

Page Last Updated:  13 Dec 2015