Summary: The number link on the Document Search screen, or the Document Dashboard screen will open one of five draft document viewers. Right click the document field and select “Insert Object,” then browse to the document you want to load.
Or, select Copy Template from the Action drop down list and select the template you want to load as your new draft document.
The Lean Machine allows you to insert a document in two ways, Linking or Embedding.
Linking will insert the path to the document, for example: \\Server\ISO Documents\Quality Manual.doc is what is actually inserted into the database, not the actual document.