Add a Document to Stock

To add a document to a stock, view the stock, then drag and drop the file (from the drive/network) directly onto it.

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless Show Hidden is clicked.

Right click on the document and select copy.

With the stock in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

Manually add or link to an existing document directly from the stock's Documents tab, as follows:

▪open the stock in Add or Edit mode

▪go to the Documents tab in the footer

▪click Add New, or Link Existing

▪select the document from the list.

See Add or Link Existing Document for more detailed information.

Unlink a document (ie. remove the link) or delete a document from a stock in this manner:

▪open the stock in Add or Edit mode

▪go to the Documents tab

▪select the document from the grid

▪click Delete Document or Remove Link.

See Add or Link Existing Document for more detailed information.