All database documents appear in the main Documents list accessed from the ribbon. If you have a large number of documents stored in the database this panel may take some time to open.

Add a new Document manually to the database

1. Click Documents in the Input group on the DataSight Ribbon. The Documents table appears in the Main Panel.
2. To add a document, click New in the Quick Access Toolbar and an empty record row will be added at the bottom of the Documents list.
3. Enter the Document Name for the document record.
4. (Optional) Enter a link to an external document or website in the Link This is a hyper link and can be a link to any local or network file, or can be used as an internet link.
5. To attach a new file to the document record, right-click on the row and select Add File.
6. Navigate to your file and once selected, click Open. The full document name complete with extension will now appear in the File Name
7. (Optional) If you wish to specify a period of applicability for a document, enter the Start Date and End Date.
8. (Optional) Enter further Comments about the Document as required. These details are stored as RTF documents, which allow for further text, images and hyper links to be linked to that record.
9. Click Save in the Quick Access Toolbar to save the record.

Add a new Document manually to a specific Level

1. Click the Level Name in the Levels Panel to select the Level to which the document will be linked.
2. Then right-click and select Documents. The Documents table for that Level appears in the Main Panel.
3. To add a document, click New in the Quick Access Toolbar and a new record row will be added at the bottom of the Documents list. The Level name will be pre-filled in this new row.
4. Enter the Document Name for the document record.
5. (Optional) Enter a Link to an external document or website. This is a hyperlink and can be a link to any local or network file, or can be used as an internet link.
6. To attach a new file to the document record, right-click on the row and select Add File.
7. Navigate to your file and once selected, click Open. The full document name complete with extension will now appear in the File Name
8. (Optional) If you wish to specify a period of applicability for a document, enter the Start Date and End Date.
9. (Optional) Enter further Comments about the Document as required. These details are stored as RTF documents, which allow for further text, images and hyperlinks to be linked to that record.
10. Click Save in the Quick Access Toolbar to save the record.

Manage the File

1. Select the document in the Document list by clicking on the relevant row. The row will be highlighted.
2. With the cursor over the highlighted row, right-click and select from the options presented in the drop down list.

• Add File removes the attached file to be replaced with a new one.
• Open File opens the attached file.
• Save File As saves the file to a selected directory.
• Open Details provides the import summary information saved when a file was attached during the Import Routine.

3. Modify the document record by clicking in the chosen cell and making changes as necessary.
4. Click Save in the Quick Access Toolbar to save any modifications.

Delete a Document

1. Click to check the Delete checkbox(es) against any document(s) that you wish to delete.
2. Click Save in the Quick Access Toolbar at any point to save the deletion and continue, otherwise when you Close the Document panel you will be prompted to save your changes.

See also:

• Automate Imports