Assign reference documents

You can assign reference documents to operations.

Procedure

1. Search and open a document, or navigate to the Home folder.

2. In the Home folder, select one document, or use the Ctrl key to select multiple documents.

3. Click Copy .

4. Search and open or navigate to a process station.

The process station page is displayed.

5. Click the Planning tab.

6. Select an operation.

7. Click the Documents subtab.

8. Click Paste .

The document is assigned to the operation.