You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > General Tech Info > Adding a Document in CSI Budgetary
Adding a Document in CSI Budgetary
print icon

To add a document to a req in CSI, follow the below steps: 

 

  • Enter req as you normally would  

  • Click on the scanner () to the top left on the ribbon  

  • You will be presented with the below screen

    •  

  • Click the insert button to the top right of the ribbon

    •  

  • You will then be presented with a window that will allow you to browse your PC for the appropriate document (screenshot below) 

  • Select the document type and click “OK” 

  • You will then see the document in the window (CSI will choose the name of the document) 

  • If the scanner button has a green background, this indicates that there is a document attached to the req/PO 

  • If you want to review the attached document, you can double click on it to open it

  • To delete a document, ensure the document you want to delete is highlighted in blue and press the “delete” key on your keyboard

  • To access the document once you have closed the window, click on the scanner button at the top left

 

Feedback
0 out of 0 found this helpful

scroll to top icon