Within each site module, users have the option to reference existing Project Documents (located in the Documents module) into an item . This tutorial will guide users through successfully referencing existing Project Documents.
IMPORTANT: Documents must already be uploaded to a Documents Section. Please refer to 6.6 Uploading Documents
1. To begin a document module document reference, there are three locations available. The first is within the top ribbon bar of the item where documents are being referenced called Reference Documents
The second location is within the reference section grids at the bottom of the item where document module documents are being referenced by using either of the blue plus buttons available
2. Once a reference button is used, the system will present the Document Selection Tool. The Documents dropdown will show the user all document module sections
3. Select the document module section in the dropdown to be shown the folders and files available within the selected document module section
4. Folders can be further expanded using the arrow to the left to show additional subfolders and the files within the section.
5. Using the checkboxes to the left of the folder(s) and file(s) will select that item for reference
Note: By electing the top checkbox and holding shift, going to the bottom and click the last – it selects all
6. At the bottom select Close & Attach Selected to add these files to the item. The document selection tool will close and the selection(s) will appear in the appropriate reference section grid
