1Under Session list, view the table that displays a sessions summary.
Things to remember
When a document is annexed, you will see the  icon to the left of the item.
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2Click on the Activity hyperlink to display the Session definition screen.
3To make a change, enter the required information in the General information tab. For information on field entry, see Defining the sessions.
4Under Attached documents, you have the option to add a document. Click  here for the procedure, or continue to the next step.
a)Click on Add.
b)In the File to add window, click on Search, select your file, enter the description and click on OK.
c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information on the subject, please refer to Attached documents management.
Things to remember
▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space.
▪To view an attached document, click on the description’s hyperlink.
▪To modify the category, select the new category from the drop-down menu under Category.
▪Delete a document by clicking on the  icon.
▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
5Click on Save.
6Click on  to return to the sessions list. |