Attaching a Document to a License

FlexNet Manager Suite 2019 R1 (On-Premises Edition)

There are several ways you can attach a document, all available from the Documents tab. Files can be:

Uploaded and stored in the operations database
Referenced as files or URLs (recorded as separate types for checking the format of your data entry)
Described in terms of a physical location.

To attach a document:

Click Attach.
The Attach a document area appears above the list.
Enter a meaningful Description (or title) for the document that you will recognize in later listings.
This description will appear on the card that summarizes the document.
Tip: You may prefer to use the title of the document, such as the purchase order number or other identifier, in this field. (There is a column called Name, but is used to display the link to the file itself or the location of a physical document.)
Choose an option from Method of attachment.
The remaining controls may update to suit your chosen method. Skip to the appropriate step matching your choice.
For Document upload:
1. Click Browse... to identify the document on your local file system.
  If you have Microsoft Silverlight installed, the file list is restricted to the file types supported for upload, and you can select multiple documents from the same folder. If you do not have Silverlight installed, be sure to select only supported file types (.bmp, .csv, .doc, .docsx, .gif, .jpg, .pdf, .png, .rtf, .tar/.gz, .tif, .tiff, .txt, .xls, .xlsx, .xml, .zip).
  Tip: You cannot upload files larger than 50MB.
2. Click Upload.
  Other controls are disabled. A new Cancel button appears, in case you wish to interrupt the upload (it will disappear when the upload is completed). For large files, a percentage uploaded counter tracks progress for you. When the file upload is competed, a message appears under the Document path.
  Tip: If necessary, you can repeat the browse and upload for other documents, and then the following step will attach them all at once.
3. Click Attach to save the document(s) within your operations database.
  The Attach a document area closes.
4. Click Save to record the document details.
  The uploaded file is permanently stored in the operations database (stored as datatype image, and saved unencoded), and is displayed in the list of related documents.
  Tip: You can update the file (say, with a new version of the document) at any time. Simply select the document record from the list, and click Edit (or, in card view, click the edit icon on the relevant card). Browse to and upload the revised version of the file as described above. When you save, the record is updated and now points to your new version.
For File location:
1. Enter the UNC path and file name in Document path. The format of your entry is validated before the page can be saved.
  The (Windows) format for the Universal Naming Convention is
```
 \\servername\sharename\path\filename
```
  This format is designed so that you do not need to know the server's entire file path from root to the file.
  - servername may be the server name (alone) in an environment with reliable domain name servers (DNS); or the fully qualified domain name for the server (such as myFileServer.companyName.com); or an IP address.
  - sharename is defined by the system administrator of the server, and hides/provides the main part of the file path.
  - path is optional, and only required when the file is in sub-folders below the specified sharename.
  - filename includes both the name and the file extension.
  Example:
```
\\10.120.44.20\docStore\purchases\PO123-9876.pdf
```
  Tip: When your entry is complete, click outside this field to enable the Attach button.
2. Click Attach.
  The Attach a document area closes.
3. Click Save.
  The path to the document is saved in the list of related documents (by default, in alphabetical order of the document Name, which in this case is the file path).
For Physical location:
1. Use the Document reference field to describe how to access the document.
  Keep in mind that the description may need to be meaningful in a distant future audit, so something like "In Tommy's filing cabinet" will likely not be adequate. Since this field provides the document name in lists, it is good practice to start with some kind of document identifier, after this fashion: DN14-18826 in archive 9982 under March 2014.
2. Click Attach.
  The Attach a document area closes.
3. Click Save.
  The path to the document is saved in the list of related documents (by default, in alphabetical order of the document Name, which in this case is your description of the location).
For URL:
1. In the Document URL field, enter the URL to access the document (or, to prevent errors, copy from a browser window and paste the web address). Include the web protocol (such as HTTP://, HTTPS://, or FTP://) as part of the URL.
2. Click Attach.
  The Attach a document area closes.
3. Click Save.
  The path to the document is saved in the list of related documents (by default, in alphabetical order of the document Name, which in this case is the URL).