Add a PowerPoint File to a Person

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To Add a PowerPoint File to a Person:

1.Create your PowerPoint presentation outside Deskflow.

2.Open the Person record.

3.Click the Documents tab. The Documents tab displays.

4.Click Import Document From File. A Browse window displays.

5.From the Browse window, select and import the PowerPoint presentation. The PowerPoint presentation is imported into the Documents tab of the person's record.

 

To Link a Document to a Job Order, Project, Company etc :

1.Open the Documents tab. The Documents tab displays.

2.Select a document.

3.Click Show and Manage Links to Selected Document (bottom right corner).

4.Select Link Selected Resume. The Document Links view is displayed.

5.Click the Add New Link icon

6.Select an option from the list.

7.Search for the required object.

8.Link the document to the required object.

9.Click Close.