Document Retention
Attaching Documents to a Product Record
To associate a document with a product record, click
Document Retention
.
Clicking
Document Retention
will open a Document Retention
pop-up containing data for the selected product record (displayed in the Identifier
field). Supporting documents can then be uploaded and associated to the record.Confirm that the Form Type is
Product
. Select Doc Access Type
as either Public
or Private
as applicable.Doc acess type | Description |
|---|---|
Public | Only users with access to the “ Edit Classification ” screen can see this document. |
Private | Only users with specific permission to view the attached document can see this document. |
Confirm a
Document Type
from the drop-down (Commercial Invoice, Certificate of Origin, SDS, etc.). Use the Browse
button to search the local hard drive for the document to be uploaded. Once all fields are completed (including the required Memo
section), associate the document with the product by clicking Attach Document
.
The attached document appears with its information in the grid at the bottom of the screen. The user can now either exit out of the screen or navigate back to the selected product record by selecting “
X
” at the top right.
The number of documents associated with each product is listed at the top of the product record on the
Edit Classification
screen.
Clicking the documents link will redirect the user to the bottom of the screen: where the associated documents are listed.
