Documents

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

How To Edit a Document

How To View a Document

In This Section

Adding a Document

Editing a Document

Viewing a Document

See Also

Advanced Functions

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