Documents
Documents can be attached to each Due Date maintained in Calendar.
- Go toDue Date, thenEdit Due Date Properties. ADocumentstab is available.
- To add a document, selectAdd.
- Drag files or browse to select files, then selectUpload. Document Description & Document Date can be customized before uploading.
- A field is available on both theDue DatesandSchedule Due Datestabs to indicate whether the due dates haveAssociated Documents.
- Schedule Due Date records can only be deleted when there are no documents are attached to all related Due Dates.noteThe columnAssociated Documentsdisplays whether the due dates have any document attached or not, the values will be YES/NO.