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Manage documents and links

In Snow License Manager it is possible to upload documents related to all of the categories, for example, supporting documents to your agreements or licenses. Uploaded documents are shown on the Documents tab in the detail views. If you don't want to upload the physical document itself, you can instead add a link to where the document is located.

You add, edit, and remove documents in the edit view of the category item.

Note

The file size of an uploaded document must be less than 500 MB.

View added documents

  1. Navigate to the detail view of a category item.

  2. Click the Documents tab.

    Any added documents appear in the list.

  3. To open a document, click Show document DocLinkShow.

    The document will either open in the web browser or be available as a downloaded file in your web browser.

Add documents

  1. Navigate to the edit view of a category item.

  2. On the Documents tab, click Add document.

  3. Do one of the following:

    • To upload a document:

      1. Click Upload.

      2. Click Choose file, and then select the file.

      3. Type a Title and a Description of the document.

    • To add a link to a document:

      1. Click Link.

      2. In Link to file, type the link to the location where the file is located.

        Note

        If you type a path to a local file share, the link will only be shown as a reference to where the file is located.

        If you want the document to open when you later click Show document, you must enter a URL to the location of the document.

        Example: https://domain.org/servername/folder/filename.pdf

      3. Type a Title and a Description of the document.

  4. Click Save.

    The document is added to the list.

Edit documents

  1. Navigate to the edit view of a category item.

  2. Click the Documents tab.

  3. In the list of documents, find the document you want to edit, and then click Edit DocLinkEdit.

  4. Add or edit the applicable information.

  5. Click Save.

Remove documents

  1. Navigate to the edit view of a category item.

  2. Click the Documents tab.

  3. In the list of documents, find the document you want to remove, and then click Remove RemoveWhite.

  4. Click OK to confirm.

    The document is removed from the list.