Steps
To store an uploaded file internally in the Meridium Enterprise APM database:
- Access Reference Documents, selecting the record to which you want to add a reference document.
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To create a new Reference Document, select
. A new Reference Document datasheet appears.
- In the ID field, enter a name for the field.
- In the Description field, enter a brief description.
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In the Document Path field, select
. The Edit Document Path window appears.
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Select Upload a Local File to store the internal reference document in the Meridium Enterprise APM database, and then select Browse and select a file to upload.
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Select Save.
The document path is added to the datasheet.
Note: For internal reference documents, the Document Path field will contain the file name. For external reference documents, the Document Path field will contain a hyperlink to the document.
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Select
. The Reference Document is saved.
To link to a file located on an external shared network:
- Access the Reference Documents for the record to which you want to add a reference document.
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To create a new Reference Document, select
. A new Reference Document datasheet appears.
- In the ID field, enter a name for the field.
- In the Description field, enter a brief description.
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In the Document Path field, select
. The Edit Document Path window appears.
- Select Link to an external network file, and then enter the external network file path into the field.
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Select
. The file is saved as an external Reference Document on the network server you established.
Note: Before you can link to an external network file, you must configure your network's server credentials in Meridium Enterprise APM.