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4.5 Program Files

The Program Files section allows you to enter and store up to 10 program-related files, no larger than 5MB each. All users in your program will be able to view these files.


4.5.1 Adding, Viewing, Editing, & Deleting a Program File

 

Adding Program Files

To add a program file:

1.      Select Program from the top navigation menu.

2.      Scroll down to the Program Files section.

3.      Click on the Add tab to the right of the Program Files tab.

4.      Click the Browse button to locate the file you wish to upload, on your computer.

5.      Enter in an optional description of the file.

6.      Click Save.

 Acceptable file formats are Microsoft Word (.doc, .docx), Microsoft Excel (.xls, .xlsx), Microsoft PowerPoint (.ppt, .pptx), Adobe Files (.pdf), and image files (.jpg, .gif, .png, .tif).

Viewing Program Files

To view a program file:

1.      Select Program from the top navigation menu.

2.      Scroll down to the Program Files section.

3.      Click the Download link to the right of the file you wish to view.

4.      A pop-up window will appear and you can select whether you would like to open the file or save the file to your computer.

 

Editing & Deleting Program Files

To edit or delete a program file:

1.      Select Program from the top navigation menu.

2.      Scroll down to the Program Files section.

3.      Click on the name of the file you wish to edit or delete.

4.      To edit the file:

a.      Click the Edit tab to the right of the File Details tab. The “File” field will show up blank. If you would like to change the file, click the Browse button and select a new file. If you would like to keep the same file and only edit the description of the file, do not do anything to the “File” field; type any changes you would like to make into the “Description” field.

b.      When finished, click Save.

5.      To delete a program file:

a.      Click the Delete tab to the right of the File Details tab. A pop-up window will appear asking if you are sure that you would like to delete the document.

b.      Click the OK button to delete the document.


See also

4.1 Program Details
4.2 Managing Program Users
4.3 Entering Your Keycode(s)
4.4 Program Notes
4.6 Custom Tasks
4.7 Custom Fields (Pro account only)
4.8 Task Preferences