Add Required Doc

Follow the steps below to add a required document to the country:

  1. Click the Add Doc button displayed in the top menu bar, this opens the Add Document popup window.
  2. Drag & Drop the required files or click the Browse File option.
  3. Select the file from the Windows Explorer and click Open. The selected files get uploaded.
  4. Fill in the metadata and click ADD. The document is added to the country.

  5. Locate the document and click the Document drop-down to edit the document.
  6. Click the Edit option, the metadata panel is opened on the right side of the screen.

  7. Edit the fields and click the Save button on the metadata panel the edited fields get updated.
  8. Locate the document and click the Document drop-down arrow.
  9. Click the Delete option, and the Delete Document(s) pop-up window is displayed with the Reason box.

  10. Locate the document and click the Document drop-down arrow.
  11. Click the Copy Link option, the notification message is displayed on the top right of the screen.

  12. Locate the document and click the Document drop-down arrow.
  13. Click the Replace Attachment option. The Replace Attachment pop-up window is displayed with the existing attachment.

  14. To remove the attachment, the user needs to provide a reason in the Reason box and click Remove Attachment.
  15. The Remove Attachment pop-up window is displayed with the Cancel and Remove Attachment buttons.
  16. Now the user can attach the new document attachment as per the requirement and then click the Save button.

  17. Locate the document and click the Document drop-down arrow.
  18. Click the Add to Cart option. The selected document gets added to the cart.

  19. Locate the document and click the Document drop-down arrow.
  20. Click the Move To eTMF option. The Move To eTMF pop-up window is displayed with the list of the available folders in eTMF.
  21. Select the appropriate folder from the list and click the OK button.

  22. The Success Move to eTMF notification message is displayed on the top right of the screen.