Attaching Documents to an Inventory Item

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Documents in the Files can be attached to an inventory item using a shortcut that allows users to access the document in the Files. Documents can also be attached to an inventory item from your local drive.

To attach documents to an inventory item or sub-item from the Files:

1.From the Inventory page, from the Module drop-down list, select the module for which you want to view the inventory or select All to view the inventory for all modules.
2.From the Project drop-down list, select the project for which you want to view the inventory. The inventory displays.
3.In the row for the item you want to attach a document, click the Edit button. The Inventory Item Details page opens.
4.Click the Documents tab.
5.Click the Select from Files button. The Files opens.
6.Navigate to the document you want to attach and click the Create a Shortcut button in the row for the document you want to attach. The document short cut displays on the Documents tab.

To attach documents to an inventory item or sub-item from a local drive:

1.From the Inventory page, from the Module drop-down list, select the module for which you want to view the inventory or select All to view the inventory for all modules.
2.From the Project drop-down list, select the project for which you want to view the inventory. The inventory displays.
3.In the row for the item you want to attach a document, click the Edit button. The Inventory Item Details page opens.
4.Click the Documents tab.
5.Click the Upload from Local Drive button and click the Browse button.
6.Navigate to the location of the document you want to attach and click the Open button. The document is uploaded to the application.

To remove a document attachment from an inventory item:

1.From the Inventory page, from the Module drop-down list, select the module for which you want to view the inventory or select All to view the inventory for all modules.
2.From the Project drop-down list, select the project for which you want to view the inventory. The inventory displays.
3.In the row for the item you want to attach a document, click the Edit button. The Inventory Item Details page opens.
4.Click the Documents tab.
5.Click the Delete a Shortcut icon. The document short cut is removed.

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