Genota Forms 2
Menu
Index
 

Add Document

 
This menu option is selected via the ADD MENU when a user needs to add a document to Genota Forms. This can be done by following the below steps:
 
1. Select ADD DOCUMENT from the ADD MENU and the following dialog will appear:
 
       
 
2. Fill in the the fields with as much information as is available
 
Title
The title or name of the document
 
Reference #
A reference identifier for the document. This is a non validated user defined value.
 
Source
The source reference or origin of the document. This is a non validated user defined value.
 
Location
Used to record the file location, external storage location or the URL of a website where the document may be found.
In the case of File Locations, to ensure that the correct file path is entered click on the button at the right hand end of the field to navigate to, and select the file.  
 
Document Type
 Select the most appropriate option from the drop down list representing the type of document type.
 
 
3. Once all the available information is entered into the relevant fields, click the save button.