Upload (Insert) a Document and Link it to an Info Center Record

You can upload a new document to SharePoint and link it to an Info Center record. You must have access rights to the selected directory to insert a document.

To insert a link from a SharePoint document to the current Info Center record, complete the following steps:

  1. On the Documents tab in an Info Center, select a record.
  2. Select the site, library, and folder combination where you want to insert the document.
  3. Click Insert and then select one of the following actions:
    Option Description
    Add File Click this option to copy a new document to SharePoint and link it to the current Info Center record. Complete the fields on the File Upload dialog box.
    Applications Links Link an application record to the current Info Center record. Click in the Record column and click Find to open the lookup. Highlight the record and click Select. The record links to the current Info Center record.
  4. Click OK.