This may only be completed by an Administrator

Attaching a document to an Instrument Type can be useful for users to be able to easily access information. Examples may include Service contracts, SOPs, Package Inserts, etc. Documents attached to the Instrument Type will display across all Instruments assigned to the Type.

Steps to Attach a Document to an Instrument Type

1. Navigate to Menu>

Administration>

Instruments Tab

2. Select the Instrument Type you need and expand the panel.

3. Select the Documents link (just below the Last 90 days Compliance Score)

4. Select Add File

5. Select the File from your Computer. (Add Description if needed)

6. Select Save

You can View the Documents on the User’s Instrument Page.

To view the Document(s):

1. Select Show Files

2. Select the download button beside the document you need to download.

3. Open the Downloaded File