Add Documents

Last updated 1/07/2024

How to Upload a Document

Learn how to upload a document into Five to be available in your application via a link.

Add a Document

1. Select Setup in the menu.

2. Select Documents in the sub-menu.

Figure 1 - Navigate to Documents

3. Click the Add Item button.

Figure 2 - Add Item button

4. Type an ID for the document in the Document ID field.

5. Click the lookup icon in the Document Type field and select a type.

6. Click the lookup icon in the Document Location field and select a location.

7. Click the Choose File button in the Document field, navigate and open the required file.

Figure 3 - Add the document record

8. Click the Save button in the form app bar.

Figure 4 - Save the document record