Documents MOD009CS9 New from DB 39.5.10

• If there are no entries in the module yet, or if the required category is not among those already created,
  • select the required category from the Category listbox (below the module header) and click on the Insert document button with the plus symbol.
    • The new category record with the required category, and below a new (empty) document record, are inserted.
    • Enter a document name in the Document field and a short description in the Description field, if required.
    • Attach the file in the Linked file field.
  • Save.
• If the required category already exists and has one or more documents,
  • insert a new document record
    • by right-clicking on the category or on a document record and
    • selecting the Insert Portfolio document command from the context menu.
  • Edit the document record as described above.
  • Save.

Details NEW

• If the Completed and/or Archive checkboxes are activated for documents, the respective documents are no longer displayed in the Base variant. Instead, they are moved to the Completed documents or Archived documents variants.

• Either click on the Insert document button
• or right-click on the area heading and select the Insert Portfolio Documents command from the context menu
• or right-click on a document record, if there are any, and select the Insert Portfolio Documents command from the context menu
  • A new (empty) document record is inserted.
  • Enter a document name in the Document name field.
  • Attach a file in the File field.
• Save.