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Conduct a search for the company that you wish to
edit. The Search Results window appears with the
companies listed based upon your search criteria.
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As shown above, you can access the Edit Company
function by either selecting the company and clicking the Edit
Company button located in the horizontal toolbar, or
right-clicking and selecting the Edit Company entry in
the shortcut menu. The Edit Company Details
window appears.
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Click the Attachments tab to add and
manage information for your selected company. The
Attachments tab appears.
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To add an attachment, click the Add
button. The Add Attachments 1/1 window appears.
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Documents that relate to your company can be
accessed by conducting a search. Within the Add Attachments
1/1 window, you can narrow your search by entering criteria to
define the documents of which you are seeking. Complete the
criteria fields and click the Search button to locate
your document. The Add Attachments 1/2 window
appears with documents that match the search criteria entered.
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Select the document that you want to attach to your
company, and click the OK button as shown above. The
Edit Company Details: Attachments window appears with the
attached document.
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Once documents are added to the Attachments
tab, you have the ability to view these documents within CES
by selecting the document, and clicking the View button.
The document's Properties window appears.
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Within the Properties window of the
selected document, you can view all the information that describes
the document. By selecting the Viewer tab, you can
actually launch the document for viewing.
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To remove an attachment, return to the Edit
Company Details: Attachments window and simply select the
attachment from
the list, and click the Remove button. The
attachment
is removed but is not deleted
from the database.