Using Report Documents

Overview

You can use a Document in the Reports section to upload any artifacts from your system to the Planful application. The uploaded documents are stored in File Cabinet and you can use them whenever necessary.

How to Create a Document?

You can load documents from outside of Planful to save them on the File Cabinet page. You can do the following to create a report document:

1. From the New Options list box, click Document. The Add Document window is displayed.
   
2. Enter the Document Code and Name in the respective fields.
3. Click Browse and select the required document that you want to load. You can load the following types of documents: .gif,.png,.jpeg,.jpg,.bmp,.tif,.doc,.docx,.xls,.xlsx,.ppt,.pptx,.txt,.pdf,.csv,.vsd.
4. From the pane below the Report Folder field, select the required location.
5. Click OK to add the new document to the selected location.