Add a Document

Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts or services.

The Documents sub-panel is available in a number of different locations, dependent on the configuration of your database.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2. Navigate to the required section of the database (e.g. Client, Case, Session)

 

Step 3. Find the record you wish to upload the document to.

 

Step 4. Scroll to the Documents sub-panel

Documents Sub Panel

 

Step 5. Click Create

Click Create

 

Step 6. Enter the required information:

Create Document

  • Name
  • File Name
  • Publish Date (set to current date by default)
  • Notes (if required)
  • Assigned to (defaults to current user)

Document details

Click Save

Tip: Fields with a red asterisk are mandatory.

 

Step 7. To view the file, click on the document record

Document Record

The document record is displayed

Document Record

 

Step 8. Click on the File Name

Click on the file name

 

Step 9. The document is displayed or downloaded, dependent on the file type and your browser configuration.

 

 

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