Add documents to Pathways, Stages or Improvement Actions

This article is about the Smart Deployment Console.

Note: You must upload items one at a time: either a file, a Comment or a URL. If you switch tabs in the Manage Documents dialog box, you will lose all information on the current tab.

1. In the Area Tree, select the area you want to add the document to.
2. In the Document Tree in the Documents tab, locate the Pathway, Stage, Stop 'n Think or Implementation Action you want to add a file to.
3. Next open Associated Documents in the center pane and select the Upload button.
4. The Manage Documents dialog box opens, containing three tabs – File, Comment and URL.

To add files, select the File tab and configure these settings:

• Area – Confirm the area where this practice standard will apply.
• Title – Enter a display name for the file.
• Browse – Select the Browse button to locate the file.

To add comments, select the Comment tab and configure these settings:

• Title – Enter a display name for the file.
• Comment – Enter a comment.

To add URLs (internet or intranet links), you can use the Client Documents folder in the Document Tree.

     5. Select Save to update.