Relevant documents or other media can be linked to a Checklist in two ways:
Link Docs:
There is a Link Docs option in the Relevancy box available to Level 1 & 2 Users. This option allows links already included in the DOCS Module to be linked. See DOCS.
Upload Docs:
There is an Upload Docs option in the Relevancy box available to Level 1 & 2 Users. This option allows documents or other media to be uploaded into SCANNELL and associated with a particular Checklist.
1. Select the link type: External link for an attachment/upload
2. Give the link a name and description – these will be displayed in the checklist.
3. Click Choose File and browse for the document/file you want to upload.
4. Save.
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To unlink a document/file click on Edit Docs, select the link you want to change and untick Active and Save. You can also change the Link Name & Description using this screen but you cannot change the attachment itself. If you chose the wrong attachment you need to inactivate the wrong one and create a new one. |
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The system does not currently support the Microsoft formats .docx, .xlsx or .pptx |
