How do I attach an Associated Document or Guidance Document to my library?

New associated documents are created in the main Associated Documents Library page.

1. Near the top of the page immediately above the list of existing associated documents is a button “+Associated Document”. Click to begin the process of creating a new associated document.
2. The Associated Document Property editor page will appear:
3. Enter a title for the document. This is the title that will appear throughout the website in all libraries and anywhere else the associated document is displayed.
4. More information on approval statuses will be provided in (See C below).
5. Click Browse and select the file you wish to upload from your computer to the Associated Document Library.
6. Click the Save Associated Document button. The page will refresh and you can proceed with linking the associated document to any order sets necessary.

Note: You must first upload a file for the associated document before you can link it to any order sets. As a result, the first time you come to the Associated Document Property editor page for a new associated document, the list of available order sets will not display any order sets.