Documents

The Documents page lets you upload important documents pertaining to your software assets. After you upload a document, you can associate it with software contracts, license entitlements, and purchase summary records.

Document ID: The document name.
Document Name: The name of the document.
Document Type: The document type, such as doc, jpg, txt, tif, odt, csv, pdf, or hyperlink.
Document Size: The size of the document in kilobytes.
As-Of-Date: The date the file was created or last edited.
Description: A description of the file.
Attached: Shows if the document is attached to a contract or licensed product.
Path: The path for the file.
Source Location: The file’s source location.
Date Uploaded: The date the file was uploaded.
Uploaded By: The person who uploaded the file.

Task	Steps	Additional Details
Upload a document	Click New > Upload Document. Follow the on-screen prompts. Click the Help button if you need additional information.
Create a Hyperlink Document	Click New > Hyperlink. Follow the on-screen prompts. Click the Help button if you need additional information
View details about a document	Click the document ID.
View a document	Click the filename.	Your workstation must have an application that can open the document. The document’s file type is listed in the File Type column.
Create a folder	Click New. Specify a folder name. Click OK.
Move a document to another Documents folder	Click the check box next to the document to select it. Click Move. Browse for and select the destination folder. Click OK.
Delete a folder or a document	Select a folder or a document. Click Delete. Click OK.	Deleting a folder deletes the documents in the folder.
Search for a document	In the Search panel, enter the search criteria. See the Additional Details column for information about the criteria. Click Search to apply the criteria to the Documents list.	Document ID: The document ID. The following search conventions are supported: Character string: Enter a character string to find all documents with an ID that contains the character string. For example, enter 1 to display all document IDs that contain the number 1. Enter 354 to find all IDs that contain 354. ? wildcard: Enter a ? to match one character. For example, enter ?1 to find all documents that have any character for the first character and 1 as the second character (for example, 01 and n1). * wildcard: Enter a * to match zero or more characters. For example, enter 1* to find all document IDs that start with 1 (for example, 100 and 1312). Enter 1 to find all documents that end with 1 (for example, 21 and doc_1). Document Name:* The name of the document. The same search conventions explained for Document ID are supported for Document Name. Type: All Types, Folder, or Document. Document Type: The document type, such as doc, jpg, txt, tif, odt, csv, pdf, or hyperlink. Attachment Status: Any, Attached, Not Attached.