Defining Documents

A document record includes basic details about the document, such as the document number, document type, and so forth.

Refer to Understanding Documents for more information.

The Document portal is used to view and maintain documents.

You can access this portal from Menu, select Resource Management, then select Document. You are brought to a query portal with options for searching for a specific document. Once the document has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal’s Main tab page:

• Document: This zone displays information about the selected record.
• Attachments: This zone lists all the attachments that are related to the selected record.