Within SOFOS 360® you can add, link or disconnect/delete a document that has already been linked.
- In the Substance screen, open the 'Documents'-tab.
- If documents are already linked, you will see them in the overview. Click New to add a document. An extra window will appear.
- In the next screen you can use the magnifying glass in the library to search for the document you want to add. The library also opens in an extra window.
- If the desired document is in the library, click on the description of the document (right column) and confirm your choice with OK.
- If the desired document is not in the library, click on the New button in the upper right-hand corner, or on the arrow () next to the button to choose from the different document formats. You can choose from here:
- Document, e.g. Word, Excel, PDF, image;
- Hyperlink, a link to a document within your own intranet;
- Weblink, a link to a website on the internet or an email address.
- If you create an email address, an email programme needs to be installed on the workstation (PC, laptop, etc.) when the emailadres link is clicked.
- You can optionally enter the expiration date of the document. If the expiration date is in the past, the date will be displayed in red on the mutation screen. In the list of linked documents, the entire row will be shown in red if the document's expiration date is in the past.
See Also