To add a document to an AD in an AD Compliance Report, click on the AD in your report (AD Report Prep).
Click on the Documents tab, and then click the purple + button
Click the Choose File button and select the file you want to upload.
Click Upload button
You must complete Step 2 in order for your document upload and link to be complete.
Document Name and Document Date will auto-populate, but you can change them. You can also enter Internal Notes. Click Save button.
Documents will be listed in the Documents tab in your AD. To view a document, click "View" next to the document you want to view.
To edit the document, click the blue pencil icon in Document Info box.
You may make changes to the Document Name, Document Date, and Internal Notes. Once changes are made, click "Save". If you decide not to make changes, you can click "Cancel". Note: Any changes made here will be seen in any other place the document is linked.
To unlink a document from an AD in an AD Compliance Report, click the unlink icon next to the AD in the Document Link Info box. This removes the document from the AD but does not delete it.
To delete a document, click the Delete Document link. Note: This will delete the document from TBX. If this document is linked in other places, the document will no longer be available for viewing.
