Add Required Doc

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

1. Click the Add Required Doc button displayed in the top menu bar. This opens the Add Required Document Types pop-up window.
2. Expand the Country, and the list of countries is displayed. Select the required Country, check the Site Activation checkbox on the right side of the pop-up window, and click Save.
3. The added required doc type is displayed in the grid with the ‘+’ icon beside it.

   

4. Select the required document and click the Add button displayed in the top menu bar. Or the user can click on the ‘+’ icon available near the required document in the grid. This opens the Add Document pop-up window.

   

5. Drag & Drop the required files or click the Browse File option.
6. Select the file from the Windows Explorer and click Open. The selected files get uploaded.
7. Fill in the metadata and click ADD. The document is added to the country.

   

   

8. Select the document and click the Document drop-down to edit the document.
9. Click the Edit option, and the metadata panel opens on the right side of the screen.

   

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

    

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

    

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

    

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

    

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

    

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

    

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