Click on Documents to open the Documents Pane of the Work record.
Any Document may be added to the Work records to help keep track of records.
On the bottom of the Documents Pane there are three icons:
- Attach Document: Click the Attach Document icon to open the drop zone, then drag and drop any document into the drop zone. Click the Done button when finished.
- Attach Infosheet: Click the Attach Infosheet icon to open the drop zone, then drag and drop any document into the drop zone. Click the Done button when finished. The check mark in the 'Info' column will appear only if users use the Attach Infosheet icon to save a document to the Work record.
- Remove: To delete a saved document, click to highlight the name of the document in the list and click the Remove icon .
NOTE: The Infosheet is a unique report which combines Works Details, Works Provenance and any Reference linked on the Works Reference Pane. Infosheets are reports which are easily generated with the Works Preview Panel. SEE Report: Infosheets. Users should use the Attach Infosheet icon when attaching Infosheets for use with Private Viewing Rooms. SEE How to Add a Private Viewing Room.