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Difference between revisions of "CRM Use Case Record Document"
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If you want to Insert a new document into EGI CRM, you should proceed the following way: | If you want to Insert a new document into EGI CRM, you should proceed the following way: | ||
# Log-in in [https://crm.egi.eu EGI CRM] | # Log-in in [https://crm.egi.eu EGI CRM] | ||
# From the ''top navigation blue menu'', select | # From the ''top navigation blue menu'', select '''Documents''' | ||
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Document creation web form''. | # From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Document creation web form''. | ||
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<br /> | <br /> | ||
= How to fill the web form for a document = | = How to fill the web form for a document = | ||
Revision as of 13:04, 23 October 2012
How to create a new document
If you want to Insert a new document into EGI CRM, you should proceed the following way:
- Log-in in EGI CRM
- From the top navigation blue menu, select Documents
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Document creation web form.
How to fill the web form for a document
The insertion of a new Document should contain the following fields:
- Title, a Unique Document name.
- Document No, a autogenerated Document ID (do not change the default values)
- Assigned to, which can be either an individual user or a group (e.g. specific NGI).
- Folder Name, default.
- Description, some metadata description of the document.
- Download Type:
- Internal - uploading a local PC file provided via File Name
- External - external file accessible via URL provided via File Name
- Active', fal to tag the document as active
- Version, document version.