Manage the Document Library

The Manage Library dialog box lets you add documents to an electronic library. Once a document is included in the library, the document is available to be attached to records. You can modify certain fields of a document.

To access the Manage Library dialog box:

  1. From the Select Action menu, choose Attachments Library/Folders. The system displays the Attachments Library/Folders menu.

  2. Click Manage Library. The system displays the Manage Library dialog box.

See the following links for information on adding different types of documents to the library:

Add a File Document to the Library

Add a URL Document to the Library

Add a DMS Document to the Library

To manage an existing document:

  1. Click View Details next to the record you want to modify. The system displays the row details for that record.

Note: If necessary, scroll down to the bottom of the page to view all the fields in the Details section.

  1. Modify the editable fields you want to change. Fields with a gray background are read only.

  2. Click OK to save your changes.

See Also

Attached Documents Overview

Add a Document to the Library