• 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.


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