Insert Material
| Setting | Description |
|---|---|
| Record | Associate the material with either a specific application or the folio. Selecting folio means that the item will fulfill checklist items for any application associated with the record. Selecting an application will allow the material to only fulfill checklist items related to that application. |
| Material | Select the appropriate, previously created, material type. |
| Memo | This optional section will be displayed after the material name in the description. |
| Source | Choose whether to upload a digital PDF / document or scan the material directly. |
| Scanner Preset | Select the size and configuration for the office scanner being used. |
| Upload Document | Select the material to be uploaded from a computer or network location. |