Download files and documents

A number of modules allow you to attach files to a record.

Dependent on your database configuration this may include History or Documents for a Client,  NDIS Documents for a Support Plan, or Documents for a Community Education Program.


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


Step 2. To download a file first, select the record the file is attached to. (e.g. Case)

Personal Counselling Case


Step 3. Scroll to the documents sub-panel

Documents Sub-panel


Step 4. Click the required document name

The document record is displayed

Document record


Step 5. Click the File Name link to download the file

The file will be downloaded to your computer


Further information

For further information, refer to the following articles:


Updated on May 16, 2018

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