Upload Contract Related Documents - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Contracts Help (2.04)

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English
Product
EcoSys
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EcoSys Standard Version
2.04

This procedure allows you to upload documents and enter URLs specific to the Contract.

  1. Navigate to Contracts > Contract Setup.

  2. At the top of the screen, in the green parameter bar, click the Contract Organization ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Contract Register tab.

  5. Select the Contract ID hyperlink. The Contract Details panel appears.

  6. Click the Documents tab.

  7. Click the Insert Row icon to add a new row.

  8. (Optional) Type the description in the Description column.

  9. (Optional) Add the required hyperlink.

    1. Type the required web address of the risk document in the Comment or URL column.

      When entering a URL, make sure to prefix the URL with "http://" or "https://".

    2. Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

  10. (Optional) Attach a file in the Attachment column. Follow the procedure below to attach the required document files.

    1. Click the Attachment icon.

    2. Click UPLOAD and then click the Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

      Click the Delete Row(s) icon to delete the selected row.