Documentation Center

Uploading Reference Material

Procedure

  1. In the navigation pane, click the Projects navigation button.
  2. 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.
  3. In the Projects view navigation tree, click Reference Material.
  4. In the Reference Material screen, click Add Resource.
  5. 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.
  6. 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.
  7. Click Submit. The reference file now appears in the Reference Materials screen and you can view, download or add it to a job.