You can store documents such as memos, images, reports, and press documents on your IQ database server so that they can be accessible to others. There you can organize them into folders and subfolders, and search for them using Quick or Advanced Document Search. IQ lets you upload documents that you've created on your workstation to the IQ database server. In addition, you can create new documents using a document format. You can limit the number of documents allowed in the Document Library by entering the number in the Maximum number of Documents Allowed in the Document Library setting in your IQ System Configuration Settings. Once this limit has been reached, no new documents may be added to the library.
Click the My IQ or Documents module tab.
Select the Add Document action.
Select the Upload radio button.
Search for and select the document you want to add by clicking the Browse button next to the File Name field.
The selected document appears in the Document Name field. You can use this name for the IQ server document, or you can change the name by retyping it.
Click in the Directory field and select a folder to place the document in a folder. The folder that appears in this field is the one set as the default in your user Preferences.
Click the Add button to upload the document to the IQ database server.
Complete the fields on the Draft Document page.
Select the Save and Close action to close the record.
Click the My IQ or Documents module tab.
Select the Add Document action.
Select the Use Format radio button.
Type the new document name in the Document Name field.
Click the search icon next to the Format field to search for and select a document format.
Click in the Directory field and select a folder to place the document in a folder. The folder that appears in this field is the one set as the default in your user Preferences.
Click the Add button to create the new document.
Complete the fields on the Draft Document page.
Select the Save and Close action to close the record.
Once you've uploaded an existing document or created a new one, you can locate it through the Document Directory or by performing an Advanced Search.
If your User ID security permits it, you can set record security for an IQ document by selecting the Record Security action on the Document Record page. This lets you set document access to Full, Edit, Read, or None, to all or selected users. Whenever record security is set or changed for a document, a notation is placed on the Status Log panel that shows the date, time, and user who changed the security.