ITM Setup: Reference Documentation
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how to manage your Reference documents within your ITM Setup.
Video:
Instructions:
1. Click on ITM.
2. Click on ITM Setup.
3. Click on Reference Documentation.
Reference area allows us to provide reference materials in the form of hyperlinks, PDFs, Or Word Documents to Service Providers.
This can include internal workflows, standard operating procedures and any relevant documentation based on your jurisdiction.
4. Click on Add to include new reference materials.
5. Required fields include Document Name and Description.
6. Click on Drop your document here or click to browse to upload your reference documents.
7. Click on Add to include this document as Reference material.
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