Upload a file and include it in a task definition

• This topic shows you how to upload a document and include it in a task as a hyperlink.
• Two major steps: Upload document into the Eprise portal and link to that file in a task definition.
• You must be an administrator to upload documents into a portal (Eprise).

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Upload file into the portal

1. From the navigation bar, click Portals>Portal.
2. On the Portals page, click the portal you want.

   The portal page home page opens.

3. Click the gear icon and select Upload Media:

   

   The portal's Eprise file structure opens.

4. Scroll to the event's folder:

   

5. Under the Uploads folder, select where to put the document.

   Tip: Documents is a good folder to place the document. Also, make note of where you put it. You'll reference it later in the task definition.

6. Click Upload Using Browse.
7. Click Choose File, browse and select the file on your local hard drive, and click Upload.
8. On the confirmation window, click Close Window.

   The uploaded file is now listed in the folder you uploaded it to.

9. Close the Eprise browser tab.
10. On the portal page, click the gear icon and select Return to SilkRoad Onboarding UI.

    

Create a task definition and link to the uploaded file

1. From the navigation bar, click Administration>Manage Events.

   The Manage Events page opens.

2. In the list beside an event, click Edit Tasks.

   The Manage Task Definitions page opens.

3. Click Create Unassociated Task.
4. Complete the fields on the Details tab.
5. Click the Employees Instructions tab.
6. In the Employees Instruction text box, write some instructions and include the document name.
7. Make the document name a link:
   1. Highlight the document name.
   2. Click .
   3. On the Insert Link window in the URL field, locate the file you uploaded to the Eprise folder and select it.
   4. In the Target list, select New window.
   5. Click OK.
8. Continue defining the task definition.
9. When done, click Save.