Adding, Editing, and Viewing Cell-Level Documents

If your Service Administrator selects the Enable Cell-Level Document property for the form, from form cells, you can add, delete, and view multiple Planning Planning and Budgeting Cloud Service Workspace documents, even in a single cell. These documents can be a website or any file type (for example, a PDF file). For example, you could associate a cell with several documents with updated assumptions behind the cell's sales data. The View Cell Document icon icon in a cell indicates that it is associated with a document.

  To add cell-level documents:

  1. Open the form to which you want to add or view comments.

  2. Select the cell or range of cells.

    A small square in the cell's upper-right corner indicates that it contains cell-level documents (or drill-through data or comments). Hovering over the square displays the cell's intersecting members and the comments.

    The following may display:

    • attachment—The cell has an attachment

    • comment—Comments are attached to the cell

    • drill through—You can drill down on this cell

  3. Right-click, and then select Document Attachments.

    The top of the Document Attachments dialog box displays the POV and the cell member intersection. The selected cells are displayed in the drop-down list. If you selected a range, from the drop-down list, select one cell. Alternately, to apply the document attachment to the range of cells from Step 2, select the Apply to all selected cells check box.

  4. Click attachment.

  5. In the Document Attachments dialog, enter the Description and the Reference.

    Either:

    • In the Reference text box, enter the URL to the document (for example, http://mymachine:<port>/documents/Sales.doc).

    • Click Browse to Workspace icon to browse to the file's location.

      Specify the Name, Type, and Version of the document.

  6. To edit a document attachment, select the row in the table, and then click the Edit icon.

    To delete a document attachment, select the row in the table, and then click the Delete icon.

  To view documents associated with a cell:

  1. Select a cell or range of cells.

  2. Click View Cell Document icon near the lower-right corner of the cell.