Adding a Document

1. From the Documents Module, right-click on a document in the Document Grid.
2. Select the Add Document option and the New Document window opens. Enter the details as required to create a new Document profile. Refer to the screenshot below:
   
   
3. Select the appropriate Category from the dropdown list: General, Country, or Investigative Site.
4. Depending upon the category selected, the document’s Submitted Name field would appear or disappear. Enter the Submitted Name as required.
5. Select the Document Type, and Document Date. Type in the date if that is configured for you.
6. Add pertinent Comments, if necessary. The Index position will populate automatically, based on the folder you selected from the index.
7. Click the Add button at the right end of the Attachment field to attach a document.
8. Click Save.