Working with reference files

Procedure

  1. In the navigation pane, click the Projects navigation button.
  2. At the top of the navigation pane in the Projects view, check that the correct organization is displayed.
    If you want to work with reference material for a different organization, select the organization.
  3. In the Projects view navigation tree, click Reference Material. The Reference Material screen is displayed.

  4. In the Name column, click the file you want to work with. The file is displayed on the Resources/Edit screen.
    • If you want to preview the file, click Preview.
    • If you want to download the file, click Download.
    • If you want to upload a new version of this file, first click Upload, then the Filename zone, select the file of interest and finally click Submit. Alternatively, to upload the new file, you can perform a drag-and-drop operation and then click Submit.
    • If you want to delete the file, click Delete. A confirmation message is displayed. Click Yes to delete the file.