Manage files for a requisition

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Manage files for a requisition

Document Index is a place for storing files to be shared among other users. In Document Index, you can store various kinds of documents for reference, and modify, delete, open, and email these files.

To access Document Index, do either of the following:
  • In Combining, Estimating, Project Management, Production Control, and Purchasing, click Document Index/Doc Ind or press F8.
  • In Inventory, go to the Inventory ribbon tab and select Document Index.

For Combining, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog box related to linked jobs.

The Document Index - By Category dialog box opens.
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