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 For example, maybe you want to store a pdf of a hand-signed consent form, or historical documents like past forms that were completed by hand.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.
- From the Person’s Record:
- Click the General tab.
- Click the Documents subtab.
- Click New button.
- 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.
- Select a Document Type from the drop-down menu.
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