Adding Documents to a Person Record

You may want to attach certain documents to a Person’s Record. For example, maybe you want to store a pdf of a hand-signed consent form, or historical documents like past forms that were completed by hand. These are documents that are not public, they are for admin use only.

1. From the Person’s Record:
   
   • Click the General tab.
   • Click the Documents subtab.
   • Click New button.
2. This will take you to a new page where you will need to do the following:
   
   
   • Select a Document Type from the drop-down menu.
     Pro Tip! You can create a new Document Type by clicking the plus blue Combo Box icon.
   •  
   • Enter a Title for your document. 
   • Click Upload File to select the file you wish to upload.
   • Click on the Save and back button.
     Pro Tip! If you are the only admin who should have access to this document, click on the Only Visible to Me checkbox.