To attach a file or URL to a Milestone / Task or specific Work Structures complete the steps below:

  1. Open the Document Manager window by following the steps above in View Attached File / URL.
  1. In the Document Manager window, use the Choose drop-down to select the type of attachment (file or URL).
  1. To attach a file, select a file from the drop-down, click the Select button, then browse to locate and select the desired file as shown below.
  1. To attach a URL, select URL. When this option is chosen, the “http://” portion of the website address will appear in the Choose field. Fill in the remaining portion of the address.
  1. Once the correct file / URL is selected, you can enter a brief comment regarding the information about the file / URL in the Enter a comment field. In the ‘Associated with’ drop-down, choose Current Task to attach the file to the selected task only, or Current Work Structure to attach the file to the Work Structure to which that task belongs.
  1. When satisfied with the information shown, click the Attach button to attach the file / URL.
  1. Once attached, the file / URL and its relevant details will appear below in either the Documents Associated with Task or Documents Associated with Work Structure (as applicable).