Users can add Documents from the Documents module directly to the Requirements Overview, allowing easy access without switching modules. Certificates can be replaced through the Management Module or Document Repository, with updates syncing automatically.
Attaching Documents to Requirements
Users can add Documents present in Documents module directly to the Requirements Overview. This will let users view related Documents for the Requirement directly from the Requirements Overview without switching between modules.
To add a new Document, click on the "+" icon and follow the steps below:
- This will open a new pop-up window that displays the latest associated Documents with a Company/Facility (these Documents live in the Document Repository).
- To include a Document from the list, add a checkmark next to each Document selection and click on Add to Requirement.
- To remove a Document from the list, remove the checkmark from each Document selection and click on Add to Requirement.
Click to enlarge image.
Working with Certificates
If a Certificate is added to a Requirement, it will appear as a PDF icon the the top of the Requirements Overview next to the Requirement status. Only PDF documents uploaded to the Certificate column will be displayed as a PDF icon in the Requirements Overview.
As a reminder, users have multiple ways to replace existing Certificates within the platform:
- Management Module, Certificate Column: Right-click on the PDF
icon to select the option to Replace the document. - Document Repository: Users can also replace the PDF from the Document
Library. When a document is updated here, it will automatically
synchronize and update the License PDF on the Requirements page.- Users with "View Document" access will be able to view and open this Document.