Adding documents to Certificates - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

Intergraph Smart Completions

you can attach documents to a certificate using the Task Documents tab.

Click on Edit List to add documents to the selected certificate.

This benefits the import section as well. When you import a spreadsheet (XLS) that has fields, you can configure the field name to Documents (Name List).

  1. Open Imports manager.

  2. Select vCertificates, and click Import.

  3. Add the required spread sheet and click on the Select tab.

  4. All the fields present in the imported file are parsed and displayed on screen.

  5. Under the Field Name column, select the required option from the list available.

  6. For the column that contains document name, select Documents (Name List).