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How to add doc to "Documents" folder

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#1 David

David

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Posted 09 October 2024 - 08:40 PM

Hi, All,

 

I would like to add some docs, such as FDA guidance or publication, to my project's "Documents" folder listed below "BQL"; however, it never works when I right click on " Documents" then "PKS". See attached. 

 

Any comments suggestion would be great appreciated!

 

Thanks 

 

Guo

 

 



#2 Simon Davis

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Posted 10 October 2024 - 11:39 AM

Hi David - the feature you are trying to use there is to push a file from the documents folder TO the PKS repository (where it would be recorded as an e-sig event as Certara repositories support CFR 21 part 11 compliance;

 

 

What i think you want do is much easier, simply use File > Import on any word or PDF or similar and it will automatically end up in docs folder - if you have something you want to put there e.g. .txt  then you can use Custom Import to specify how it is handled.

Simon

Attached Thumbnails

  • doc_pks.jpg

Edited by Simon Davis, 10 October 2024 - 11:40 AM.


#3 David

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Posted 10 October 2024 - 01:06 PM

Thanks! It works well. 

DV






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