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- Set any arbitrary period by specifying two dates in the two boxes in the upper area of the dialog box.
- Select one of the month periods (any month) in any year.
- Click the Show standard periods link at the bottom of the dialog box to select any standard period, such as Day, Week, 10 Days, Quarter, and so forth.
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The Select period dialog box. "Template" periods based on Standard Periods: Day (to the left) and Month (to the right)
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Click this button to attach a file or view the files that are already attached to the document. Alternatively, click More Actions > Attached Files.
In the Attached Files window, which appears, you can add a file by using the Create button on the window toolbar or open an existing one for viewing/editing by using the Edit button.
The Attached Files window. The Create New File dialog box.
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Click this button to create a notification based on the document for yourself or for another user. Alternatively, click More Actions> Create Notification.
In the New Notification dialog box, type the text, select the user and specify when the user must be notified. For more details, see How to work with notifications.
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