Documentation | User Guide

Documentation | User Guide

Register a file

This part of the guide explains how to register a file.

The registation of a file can be processed either on the File page (510:2105) of the Register File menu or the Create button on the List of Files page (510:2100).

The following example shows how to register a new file on the File page (510:2105) of the Register File menu. This procedure is standardized and applies also to the List of Files page (510:2100).

Step 1 - Go to the page List of Files

  1. Go to the Docs & Files module;
  2. Choose the Register File menu. This action opens the File page (510:2105);

Step 2 - Register a file

  1. Go to the File section;
  2. Fill out the required fields (identified by a red asterisk *). For example, TIN, File Year, etc.;
  3. Click the Save button. This action confirms the registration of the file, assigns a file number and updates the File (510:2105) and List of Files (510:2001) pages.