BDM/Xtender - Adding a Document

Instructions for how to add and index a document in BDM/Xtender.

Adding a Document through Banner using BDM

  • Log into Banner and navigate to the appropriate Banner page.
  • Enter the UIN/PO/INV to search for the person/PO/Invoice where document needs to be added. Then click the ADD.

The Document Index will open:

  • Click the to browse for the document. Click UPLOAD.

  • Some of the index fields will already contain data for you. Enter the Document Type, and any additional index information.
  • Click SAVE to add the document.

Adding a Document through

Navigate to and select the appropriate Document Manager(Xtender) option to log in.

  • Choose the appropriate Application from the Applications list if you have access to more than one application.
  • Click the New Document box.

Follow the steps above to browse for the document, add the required index fields, and SAVE to upload the document.

Keywords:banner, document, add, bdm, xtender, index, add   Doc ID:51931
Owner:Tanya W.Group:University of Illinois System
Created:2015-06-04 11:19 CDTUpdated:2022-04-24 20:21 CDT
Sites:University of Illinois System
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