- Navigate to a Part Profile Screen
- Navigate to PARTS » View/Lists » List » [select a part].
- Attach a Document
- Click on Documents from the left side nav menu (scroll down to the bottom, look on the left).
- Select files to upload.
- Use the Attach To: feature to attach to a specific revision.
- Click Add More Documents to upload more documents.
- Click Upload Document(s).
- Document Integration (“Related Documents”)
- Whenever this part is involved in a quote, order, work order, or invoice you will be able to access the attached document by navigating to the Documents link on the left side nav of the interface.
