Add Documents & Links for User

This article covers adding:

  • Documents
  • Links
    1. From the Icon Bar click Setup .
    2. From the Navigation Menu click Organization.
    3. From the available options select Users.
    4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

      Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  2. Upon the User Edit page displaying, click the Attachments link located under the Others navigation menu.
  3. Navigate to the Documents & Links sub-tab and click New.

  4. From the Add Documents & Links dialog box, click Add Document .

    1. Click the Add Document button.
      1. Click Browse to upload an individual file. You may also attach multiple files by holding down either the CTRL or Shift key, and selecting more than one file.
      2. Click Open.
      3. You will see your files listed within the Add Documents & Links dialog box.
    2. Or drag files from your computer to attach them to your Note by following these steps:
      1. Open File Explorer.
      2. Navigate to the folder with the documents that you want to upload.
      3. Drag the files to the space where you see: You can drag and drop any document into this area.

        Tip: You can click Cancel to cancel the document attachment process and to return to the previous state of the dialog box where you can choose to include a Link instead, for example, without the need to close it.

    3. You will see your files listed within the Add Documents & Links dialog box.

  5. From the Add Documents & Links dialog box, click Add Links .

    1. Enter the following information:
      1. Name: Enter the Name of your Link.
      2. URL: Enter the URL.
      3. Description: Enter a brief description in the Description box.

    2. Click Save.
    3. You will see your link listed within the Add Documents & Links dialog box.

  6. Click Close to return to the User Edit Documents & Links page you will notice a counter on the Documents & Links tab, indicating the total number of attachments present.

    You can Filter the list based on All, Documents or Links criteria by clicking the Filter button. When a filter is applied to the list, the Filter icon will display in a blue: .

    Searches can be performed based on Name and Modified By criteria.