Add Documents
"Adding a document within a plan" refers to the action of including a document, often in digital format, into a specific plan or project management context.
Add Document
Adding document within plan
Go to more and click on Documents
Click on +Document
Upload document and add description then click on save
User can view added document at the top
Edit Documents
You can choose to edit the document that you have created.
To edit document
Click on the Action (3 vertical dots) 
for the record which you would like to edit and click the Edit button
Make the necessary changes and click on Save
Delete Document
Document once added can be deleted if no longer necessary
To delete Document
Click on the Action (3 vertical dots) 
for the record which you would like to delete and click the Delete button
Give your confirmation in the popup and the record will be deleted
View Document Details
You can choose to view the document that you have created.
To view Document
Click on the Action (3 vertical dots) 
for the record which you would like to view and click the view button
You can see all details of documents
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