Convergence integration with ezShare How to add a final version of an operational document through Convergence

How to add a final version of an operational document through Convergence?

Before proceeding, please note:

To add an operational document in Convergence, you must go to the corresponding module (for example, if you are adding a document
related to a clause go to the Contract & Clauses module). If your document does not belong to any module in Convergence, click here to
follow the how-to guide How to upload a final version of an operational document that is not related to a Convergence Module.

Instruction Screens

1) Enter Convergence; go to the

corresponding operation, and click
on the module to which the
document belongs (Contract and
Clauses, Supervision Plan,
LifeCycle)

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 Convergence integration with ezShare How to add a final version of an operational document through Convergence

Instruction Screens
2) Access the
Documents Tip: there are different ways to access the Documents Section of the modules.
Section of the If you need help to access the documents section of your module, click here to
check the guide Documents section by Convergence module.
module.

Upload Document: when you wish to upload a Link to existing document: when you wish to add a
3) A pop-up document that is saved locally in your computer. reference (link) of a document that already exists in
window will ezShare or IDBDocs, including a SISCOR input or output
display. Click
on one of the
four options
and enter the
required
information in
the
corresponding
fields.

Move from Draft: when you wish to upload an Move from IDBDocs Legacy: when you wish to
operational document that is in a Draft Area folder in upload a document located in the IDBDocs Legacy
ezShare. library in ezShare.

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 Convergence integration with ezShare How to add a final version of an operational document through Convergence

Instruction Screens

4) If you chose Link to existing

document, Move from Draft, or
Move from IDBDocs Legacy,
the system will display a list of
document that matches your
search. To select a document,
click on the cell to the left and a
green checkmark will show.

If you click on the document

Number, you will be opening
such document (read-only), but
not selecting it.

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 Convergence integration with ezShare How to add a final version of an operational document through Convergence

Instruction Screens

Upload Document Link to existing document

5) Once you
have found
and selected
the document,
click Add to
upload your
selected item.

Move from Draft

Move from IDBDocs Legacy

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 Convergence integration with ezShare How to add a final version of an operational document through Convergence

Instruction Screens

5) A list will display the Modules

saved documents. To confirm that
the document was added
correctly, check for it in the list.