Upload Opportunity Related Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to upload the opportunity related documents and add opportunity related hyperlinks.

  1. In the Opportunity Details panel, click the Documents tab. The existing opportunity related documents appear.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  2. Click the Insert Row icon to add a new row.

  3. Type the required Description.

  4. Click the Save icon.

  5. (Optional) Attach the required document files. Follow the procedure below to attach the required document files.

    1. Click the Attachment field. The Attachment dialog box appears.

    2. Click the Upload button. The Upload Document dialog box appears.

    3. Click the Choose File button to select a file to upload and click the OK button. The Attachment dialog box appears.

      The document details appear in the Attachment dialog box.

    4. Type the description of the document in Document Description.

    5. Click the Close button. The selected file is attached in the Documents tab.

    6. Click the Save icon.

  6. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

    1. Type the required web address of the opportunity document in the Comment or URL.

    2. Click the Save icon. The web address typed in the Comment or URL box auto-populates as a hyperlink in the URL.

      Click the Delete Row(s) icon to delete a selected row.