Add Attached Documents

To begin adding Attached Documents, select List Manager → Edit → Attached Documents. The Attached Documents window will appear.

1. Right-click in the Attached Documents window and select "Add New Attached Document."

   

2. A pair of empty text fields appear. Click in the text field on the left to select it and display the Attached Document Details.

   

3. First, select the document to make available to any Procedure as follows.

4. Click the "Attach File" button. A file browser will appear.

5. Browse to the location of the desired file.

   Tip: As a "Best Practice," Attached Documents are stored on an MOC file server (one to which the user has read-only access).

6. Click the "Open" button to select the highlighted file.

   The selected file is then copied (if necessary) to the configured "attached documents directory" (as defined in the "Attached Document Directory" setting; see Configure sync server settings for more information) and marked as available for attachment to Procedures.

7. Next, fill in a Description for this Attached Document.

   • Description: Enter a description for this Attached Document to represent it in Procedure Builder. This field is limited to 255 characters.

     The following read-only fields also appear on this page for the user’s reference.

   • Name: The filename of the selected Attached Document.

   • Created By: The first, last, and username of the user who created this item.

   • Created On: The date and time that this item was first saved to the database.

   • Updated By: The first, last, and username of the user who last saved this item to the database.

   • Updated On: The date and time that this item was last saved to the database.

   • Created From External System: Indicates the mechanism responsible for the creation of this item, and will read "Procedure Builder" unless imported by an external system.

   • Last Access: The "Last Modified" timestamp used by the operating system.

8. When finished adding Attached Documents, select "Save" from the File menu, or hit CTRL+S on your keyboard, to save the changes. The configured document(s) will then be available for attachment to a Procedure.