ITM Setup: Reference Documentation

ITM Setup: Reference Documentation

Purpose:

  1. 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.



Click on ITM



2. Click on ITM Setup.


Click on ITM Setup



3. Click on Reference Documentation.


Info

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.
Click on Reference Documentation



4. Click on Add to include new reference materials.


Click on Add to include new reference materials.



5. Required fields include Document Name and Description.


Required fields include Document Name and Description.



6. Click on Drop your document here or click to browse to upload your reference documents.


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.


Click on Add to include this document as Reference material.



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