Documents Subtask
Use this subtask to enter and view documents attached to the subcontract.
Click New to add a new line and assign documents to the subcontract.
Table Window
Field | Description |
---|---|
Document ID | Enter a unique document ID to identify the subcontract document record. |
Date Received | Enter, or click to select, the date the document was received. |
Document Type | Enter, or click to select, the document type. Valid values are only those that exist on the Manage Document Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Document Types. Only codes that are available in the lookup can be used for new records in Manage Subcontracts. |
File Location |
Enter, or click to select, the location of the document. This is the alternate file location where the document is stored, and from where it will be retrieved. The location can be a network location or a content management location such as SharePoint. |
File Name |
Enter, or click to select, the file name of the document. This is the file name of the actual document that is stored in the alternate file location. |
Description | Enter a description or additional comments about the document. |
View Document |
Click this button to download the document. When you click this button, a prompt that asks if you want to open or save the document displays. |