Adding a New Document

Procedure

  1. Launch the Documents application.

  2. Click Start of the navigation pathAdd Next navigation step NewEnd of the navigation path to add a new document.
  3. Two different sources for adding a new document are provided. You can either browse for a file or provide a URL link to the document along with a display name.
  4. Provide additional information to specify the added document.

  5. Assign one of the VDI 2770 categories that your document corresponds to the best, to classify the document.

  6. You can assign a phase if desired. Assigning a phase specifies the document and helps other users to find relevant documents.

  7. If you want the document to be confidential, you can select the checkbox. With classifying the document as confidential, the document will stay within your application and will not be shared with other business partners at any time.
  8. Select a language from the dropdown that corresponds to the document. Your browser language is set as default.
  9. Enter a description (mandatory) and a long description (optional).

  10. Click upload.