Knowledgebase

Adding a New Document

  • Go to Engage section.
  • Search for the engagement you want to view in search box shown in the table.
  • Click on the engagement name (in blue font).
  • Click on 'Documentation.'
  • Click on 'Add Document' button (highlighted in below snip). 
  • Add the document name and its description.
  • Select the document category from the drop-down menu.
    • If the desired document category is not visible in the drop-down menu, then you need to click on 'Add category', enter the name of category to be added and click on 'Save.'
  • Click on 'Save & Close.'

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