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Add Files

Last updated: Thu, 27 Apr 2017 19:07:23 GMT
iOFFICE Knowledge Center

Add Files

All new files need to be entered into the system following the standard naming and numbering conventions established at your site. This function is available only to operations employees.

 

There are two ways to access Add Files: 

  1. Click the Add Files link at the File Room Module side navigation bar.

  2. Click the Add Files icon from the Desktop page of the File Tracking module on the main screen.

 

The Add New File screen opens.

  1. Enter all applicable data. Fields with a bold title are required. These fields can be customized per the site requirements by going to the Admin module.

  2. Select the new file location, either by entering the Location Code or selecting from an established location in the drop-down menu.

  3. If this is the only file you have to add, click the Add & Close button.

  4. If you have multiple files to enter, click the Save & Add Another button. 

 

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Figure: Add New Files

 

 

Related Topics

File Room Home

File List

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