Table of Contents : |
How do I Attach/Move documents to Status Entry?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab. | |
3. | Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab. | |
4. | By default Manage By Asset field is selected under Manage By dropdown. | |
5. | Click on SEARCH button. It will open new window. | |
6. | In the new window, write the file name in the keyword area. | |
7. | Select the fields as per requirements. | |
8. | If you want to use other search options then choose it from available options. | |
9. | Click on SEARCH button. It will show you multiple results in bottom section. | |
10. | Select documents that you want to attach/move. | |
11. | Go to Attach/Move To options. It will show you other options. select required details. | |
12. | Click on ATTACH TO STATUS ENTRY button. It will open new window. | |
13. | In new window, you have a list of rows available into grid. Select one or multiple row where you want to attach document. | |
14. | Click on ATTACH button. | |
15. | After clicking on Attach button, If same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on OK button, then the attach process will be done. | |
16. | It will show a popup message. Click on OK button. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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