| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
...
Locate the record to which you want to add a document.
Click on Related Documents 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.
Click on Edit
...
Hit Add
to open a New Document.
...
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
...
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.
...
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 has been selected, you will return to the New Document screen.
The next field down is called Tags. Tags assist the user when they’re performing a search for the document. Add in your tags here (e.g., BILL INVOICE).
...
Add Attributes
Below From the Add Meta Data page link on the left is a link to the Add Attributes optionssection, you can click Next (top-left corner) to get to the next section, Add Attributes.
| 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. (Click Next again to reach the Add Permissions screen.
| Info |
|---|
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 Load (screenshot, below)
This will populate a list of Roles.
| 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.
...
| Info |
|---|
Note: If you give a set permissions that don’t include yourself, you will not have access to the document, once saved. |
Click Next (top-left)
Attach Button
The Attach button allows you to search for content that has been loaded into AiM.
...
The Attach button will begin with lead you to a search screen . This will define your search to the documents inside of AiM.called Select Documents.
You can fill in the appropriate field fields to locate the specific document or just click on Execute to see a listing of all available documents.
Once you have selected the document, click Done.
...
...
Back in the Related Documents screen, the chosen document will populate on your Document Listing.
...
Remove a Document
Select From your main Related Documents screen, select the document you wish to remove.
Click Remove
Confirm Click Yes
to confirm you want to delete this contentyour selection. Click
The Under the Document Listing, the Related Document will no longer be present.
...
Understanding Link
Create a link You can also create a Link between AiM and an External URL.
Begin by selecting Click on the Link
button. This will open the Web Link Screen screen.Complete the following fields...:
Title - Title of the link
Extra Description - A description of the document. This can include up to 255 characters.
URL - The external web link
...
Click Done
to return to the Related Documents screen.Click Save
Click Back
...
to return to your view to the record.