Document Management

How To Allocate a File to a Document

 

What to do:

To work through this example, you must first create a vault with an assigned file to it. Vaults in the combined network are defined on operating system level with system privileges. If no vault has been created yet, contact your system administrator.

Select Start > Documents > All Documents.
The Document mask is opened.

Search for DOC-1120 Ballpen Description.

Select the Files tab.

To change to insert mode click .

Click in the Vault field.

Select a suitable vault to copy your file to. (Contact your system administrator to obtain information on which types of files to store in which vaults.)
To select a file click .
The FMS-File Requester window is opened.

Select a file.

Save the entry with the button .