1. Navigate to Documents.

  2. Select the document you wish to use to create a Chronology event record. The document will be ticked.

  3. In the Actions drop-down select Add to worksheet, this will open a dialog box.

  4. Choose the following options:

    1. Worksheet – Chronology.

    2. Worksheet field – Source:Source.

    3. Create new record.

    If you wish to add the document to an existing Event record change to:
    Update Existing Record.
    Record to Update - Select Record.
    Select the Chronology event record you would like to add the document to.
    Click Save to complete the process.

  5. Click Apply to open the Add Event dialog.

  6. Fill in the Chronology event details.

    Leave the Chronology Date field blank if your document has a Date and it will be automatically populated once you click Save.

  7. Click Save to complete the process.

  8. Navigate to Chronology to see the new Chronology event record.