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Add a Document to a Risk

To add a document to a risk:

  1. Open the Document tab.
  2. Click the Add or Link Document button. The Document Description dialog box opens.
  3. Type in a document name in the Document Name box.
  4. Type in a description of the document in the Document Description box.
  5. Select either the Add link or Save document in the database option. There are some considerations you should note in regards to these options:
    • If you choose to link a document, this provides a path to the local computer. Therefore, it may not be valid for other system users.
    • If you select Add to database, over time this can potentially impact database size and may lead to decreased performance.
  6. Click the Browse button to locate the file.
  7. Click OK.

See also

About Risk Documents

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