You can attach multiple document templates to a process type. Each new project created from the project type contains its own unique copy of the attached documents, which you can edit as needed for the project.
Note: You can attach only documents that are locally saved on your computer. For this procedure, do not attempt to specify documents that are located in iMIS folders.
To attach document templates to a project type
1. Ensure that the documents to be used as templates for the project type are locally saved on your computer.
2. From Process Manager, select Set up Module.
3. On the Process Types tab, select a project type (or create a new project type by clicking Create Process Type).
4. Click the Documents tab.
5. Select New and select the type of file that you want to upload.
6. Click Browse.
The Choose File window appears.
7. Browse to the file that you want to upload and click Open.
Note: If the file Type that you chose does not match the file extension (for example, .doc for an MS Word Document), the upload will fail.
8. (optional) In the Description field, enter a short description of the document template.
9. Click Upload.
The uploaded document is listed in the project page.
10. Repeat this process for every document template that you want to attach to this process type.
11. Click Save.