Jump to content

Adding documents to a service


Guest Paul Alexander

Recommended Posts

Guest Paul Alexander

The update to allow documents to be associated with a service and viewed by that services' subscribers is great....

BUT...

Am I right in thinking that, to be able to link a document to a service, you have to be both the Service Owner AND the Document Owner? 

 

AND

How do I link a document to a service from the Document screen please? There is a 'link' option, but it only shows 'People' that I can link it to...

image.png.a31e24bebedb6c9cd2c383e9c521b3b4.png

Link to comment
Share on other sites

@Paul Alexander,

You need to be the service owner and have visibility to the document (You don't necessarily need to be the document owner) to associate a document to a Service. Currently, you can only associate a document to a service via the Service details form.

Ehsan

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...