Manage Documents in Schedules

To add a document to a schedule:

1. Go to Main Menu > Scheduling.

   

2. Choose the search filters matching the criteria for the schedule.

   

3. Locate the schedule in the results list.

   

4. Click the Documents tab.

   

5. Click Add New Document.

   

6. Select the document type.

   

7. Enter the necessary information and click Finish.

   

   The document is added to the Schedule.

To remove an expired or invalid document from a schedule:

1. Go to Main Menu > Scheduling.

   

2. Choose the search filters matching the criteria for the schedule.

   

3. Locate the schedule in the results list.

   

4. Click the Documents tab.

   

5. Double click on the document to be removed.

   

6. Click Delete.