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Adding Documents / Procedures

Adding documents to IndySoft Commercial Lab Management is straightforward and takes only a few minutes. You can add as many documents as you like in any Windows-viewable format.

  • Documents are used to store files like user guides, drawings, and so on.
  • Procedures are actual procedure documents that detail the steps for completing processes.

Click Add / Edit on the main-screen menu to begin.

Add/Edit menu

Add/Edit menu

Click the Add New icon Add New icon.

Document wizard — initial dialog

Document wizard — initial dialog

Begin by giving the document an ID.

Selecting the format​

Select the format you want to view the document in. There are three choices:

  • Default Windows Viewer — view the document in any Windows format (.doc, .xls, .ppt, and so on).
  • Web Browser — view the document in the user's web browser.
  • No Viewer — Reference Only — store the document only as a reference (such as a name or number); the document itself can't be viewed.

Document format selection

Document format selection

Provide a full description and browse to the file using the File Name ellipsis button.

Click Save and Continue.

Notes and Custom Fields​

You'll now see an additional section called Notes and Custom Fields. Here you can input notes and use custom text, date, and numeric fields for the newly-added procedure.

Notes and Custom Fields

Notes and Custom Fields

Revisions​

The Revisions tab lets you specify a current revision of the document. You can also:

  • Block users from completing related events if no valid training is found for the user.
  • Make training never expire, or follow a specific training frequency / interval.

Revisions tab

Revisions tab

When you're done editing your procedure, click Save and Close.