Uploading Reference Material
Procedure
- In the navigation pane, click the Projects navigation button.
- At the top of the navigation pane, in the Projects view, select the organization for which you want to upload reference material, if not already selected.
- In the Projects view navigation tree, click Reference Material.
- In the Reference Material screen, click Add Resource.
- In the Resources/Add screen, type the required information:
- Name — type a meaningful name for your reference material.
- Filename — click Browse and select the file(s) to be uploaded.
- Group — select Reference Material.
- Type — choose a file type for this reference file.
- Optionally, complete the following boxes:
- Description — enter a description of the reference file. A description might include how and when this file should be used.
- Private — select this if you want the reference file to be used exclusively by this organization and not to be available to child organizations.
- Click Submit. The reference file now appears in the Reference Materials screen and you can view, download or add it to a job.