Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Add a New Document

  1. Last updated
  2. Save as PDF
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.
    AddNew_1.png
     

  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

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    1. Add new document
    2. cmo
    3. New Document