Creating New Reference Document Records

To create a new Reference Document record and link it to the current record:

  1. In the Meridium APM Web Framework, on the Reference Documents window, click the Add New button.

The Reference Document window appears, displaying a new Reference Document record.

  1. In the ID text box, type a name for the file.

  2. In the Description text box, type a description of the file.

  3. In the Document Path text box, click the button.

The Reference Document Path dialog box appears.

In the Document Path text box, you can type the path to the reference document, or you can click the Browse button to browse for the document. These instructions assume that you want to browse for the document.

  1. Click the Browse button.

The Choose File to Upload window appears.

  1. Navigate to the location where the desired file resides, select the file, and click the Open button.

    The Document Path text box is populated with the path of the selected file.

  1. If you want to create an internal reference document, select the Store Document? check box. If you do not select this check box, an external reference document will be created.

Note: If you are creating an internal reference document, when you save the Reference Document record, the Stored By and Last Updated Date fields will be populated automatically.

  1. Click OK.

The Document Path field is populated with a hyperlink to the document path.

  1. Click OK.

The new Reference Document record is created. If you created an internal reference document, the file that you specified will be uploaded to the database when the record is created. Depending upon the size of the file, the upload process may take several seconds. If so, a progress bar will appear to indicate the progress of the upload process. When the Reference Document record has been created and the file has been uploaded (if needed), the Reference Document window closes, revealing the Reference Documents window. The name of the new Reference Document record appears in the list of reference documents

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