Upload Risk Related Documents - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.11

This procedure allows you to upload the risk related documents and add the required risk related hyperlinks.

  1. In the Portfolio Risk Details panel, click the Documents tab.

    • By default, the last selected risk appears in the Risk ellipsis. To change the risk, click the Risk ellipsis in the tool bar and select the required risk.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

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

  3. Type the required Description.

  4. Click SAVE .

  5. (Optional) Attach the required document files. Follow the procedure below to attach the required document files.

    1. Click the Attachment field. The Attachment dialog appears.

    2. Click Upload. The Upload Document dialog appears.

    3. Click Choose File and select a file to upload and click OK. The Attachment dialog appears.

      The document details appear in the Attachment dialog.

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

    5. Click Close. The selected file is attached in the Documents tab.

    6. Click SAVE .

  6. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

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

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

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