Attach a Document

About this task

You can attach a document to an operation or a route so that an operator can refer to it when performing the operation.

Procedure

  1. In the Route Editor page, select the route to which you want to attach a document.
  2. Select Documents.
    A list of documents attached to the route or to an individual operation in the route appears.
    Tip: You can access a list of documents attached to each operation by selecting the corresponding operation.
  3. If you want to attach the document to the route, select ALL OPERATIONS. If you want to attach the document to an operation, select the operation.
    A list of documents attached to the route or operation appears.
  4. Select .
    The Attach Documents and/or URLs window appears, displaying a list of documents that are available.
    Tip:
    • You can preview a document by selecting the link in the FILE/URL column.
    • By default, the latest version of each document appears in the list. If you want to attach a previous version of a document, in the row containing the document, select .
  5. In each row containing the document that you want to attach, select the check box.
    Tip: You can select all the documents in the list by selecting the check box in the column heading.
  6. Select Attach.

Results

The document is attached to the route or operation.

What to do next

Assign a property group to the route or operation.