Add a Document (Attachment) to a Document Repository
To add a document using the Document Repository Manager:
- Open the Document Repository Manager.
The Manager lists the existing Document Repositories.
- Select a Document Repository to populate with documents.
- Select Options > Attachment Manager.
The Attachment Manager opens, listing the available attachments.
- Select/create Attachments.
- Select Close.
To add a document using the Document Repository:
- Open the Document Repository in the Customer Portal.
- From the Document Repository toolbar, select Import.
- Select Select File.
- Select a document from the File Explorer and then select Open.
- (Optional) Edit the name of the document. If you do not provide a name, the file name is used by default.
You can remove the document by selecting the X (Remove) icon to the right of the attachment.
- Select Submit.