Skip to main content
Mitratech Success Center

Add a New Document

This page details how to add a new document in CMO.

 

Once the document is created and saved, users can enter a record via view mode, add new information, and edit existing information. 

Considerations:

  • Only one document can be uploaded at a time.
  • You HAVE to click the Upload button before you click save otherwise it counts as an empty field.
  • The following file types are accepted in the CMO system: doc, docx, xls, xlsx, txt, ppt, pptx, pdf, gif, htm, html, csv, msg, wav, jpg, tif, pic.

Add New Document

  1. Navigate to the Documents module and click New.

     
  2. Fill in the required fields, browse for a document, then click the Upload button.
    Note: The Upload button MUST be clicked before saving, otherwise the system will think the document field as blank.
    AddNew_2.png

  3. Click Save when finished. Your document will now display in the Document Register. 

     

 

Tags recommended by the template: article:topic

  • Was this article helpful?