| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
The Related Documents function allows the user to attach electronic files, such as documents, spreadsheets, or images, to their working record. Related documents can also point to a URL (web) shortcut.Here are the steps to attach a document to a record.
🔖 Page Summary
| Info |
|---|
| Expand | ||
|---|---|---|
| ||
📘 Step-by-Step Tutorial
Attaching a Document to a Record
Locate the record to which you want to add a document.
Select the Click on Related Documents hyperlink found on under the left View Menu.
The Related Documents View enables users to attach electronic records, such as a documents, spreadsheets, or images from the record on which the user is working.
Select Click on Edit
.
...
Select Hit Add
to open a New Document.
...
You will begin by clicking the
icon.
...
Click on Browse
Locate the new document on your computer.
Alternatively, you could also drag the document over from your desktop to the No files selected field
...
.
Click
...
Next
at the top-left of your screen
...
Add Meta Data
Complete the ...
Title -Notice in the list of links on the left, we are currently in the Add Meta Data section of the New Document.
The first/top field in this view is the Title field. This will automatically populate with the name of the document that was uploaded. You have the option to change the Title at this time.
...
To select Type, click the icon to open the Document Type screen. Document Type - The next field is Type or more specifically, Document Type. This is a functional group of documents with a class like General, Image, Invoice, …etc. To select your document Type, click the spyglass icon to open the Document Type screen.
...
Once the Document Type Typehas been selected, you will return to the New Document screen.
Add Tags - Example: BILL INVOICE
This willThe next field down is called Tags. Tags assist the user when
searchingthey’re performing a search for the document. Add in your tags here (e.
...
g., BILL INVOICE).
...
Add Attributes
Below the Add Meta Data page link on the left is a link to the Add Attributes options.
| Info |
|---|
Note: Add Attributes is only used occasionally on a document type needing attributes. This field enables the user to sequence, describe, set a data type to either string or number, and state whether or not the attribute is required. |
Add Permissions
On the New Document Screen, click
You will now be presented with an option to Add Permissions. (If your system requires permissions to be placed on a document, contact your System Administrator for the appropriate permissions for the Document Type.) To add Permissions, click
| Info |
|---|
Add Permissions |
...
This will populate a list of Roles. Select each Role(s) you will be adding to Permissions.
When a permission is applied to a document and then SAVED – Only individuals with one of those roles will have access to that document.
Click
Attach Button
The Attach button allows you to search for content that has been loaded into AiM.
...