Uploading documents to the application - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Upload a document from your local system to the web server. Once the document is uploaded, a new document record is created in the system. For example, a foreman may create a piece of equipment and attach a document such as a drawing, a warranty, or other schematic to the equipment by uploading the document to the equipment record.

If the new document record is created from the Documents tab of a form, the new document record is associated to the selected record on the specific form.

  1. On any form, click the Documents tab.

  2. Click Create/Upload Document.

  3. Specify this information:

    Document Code - Specify a unique code identifying the document, and then specify a description of the document in the adjacent field.

    Organization - Specify the organization to which the document will belong.

    Choose one of the following options as necessary:

    • Create File System Document - Select to create a file system document.

    • Upload Document - Select to upload a document.

      File Name - Specify the file name, or click Browse to find the document on your machine.

      File Path - Specify the file path to the location where the document is saved on your computer.

      IDM Document Type - Specify the document type if you are uploading it from the Infor Document Manager system.

      Effective Date - Specify the date to make the document available in the system to users of this organization.

      Expiration Date - Specify the date the document at which the document is no longer available to those users in the system.

      Title - Specify the title of the document.

  4. Click Submit.