The Document functionality is made up of two tools: Document Control and Related Documents. These tools allow users to attach documents (spreadsheets, blueprints, diagrams, movies, images, etc.) to individual records with Lucity. For example, users may want to attach a copy of an email in a customer record or they may attach a digital picture to an inspection record.
Note: By attaching a document to a record, users are merely creating a link to the file the document is stored in. If the document is deleted from the original file, the link from the record will be inoperative.
How To
Add a Document
to open the Add Document window.
to search for the document to attach. Select the document and then click 
to add that document to the current record. The Add Document window will reappear with the file name at the top.
. The Document Control window will reappear with the new document listed in the window. 
to open the Edit Document window.
to open the Document Info window. This window allows you to see the location of the file, the file name, type and size.
when you are done viewing to return to the Document Control window.