Related Documents (AiM)

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.

🔖 Page Summary

📘 Step-by-Step Tutorial

Attaching a Document to a Record

1. Locate the record to which you want to add a document.

2. 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.

3. Click on Edit

4. Hit Add to open a New Document.

5. Click on Browse

6. Locate the new document on your computer.

   • Alternatively, you could also drag the document over from your desktop to the No files selected field.

7. Click Next at the top-left of your screen

Add Meta Data

1. 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.

2. 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.

3. Once the Document Type has been selected, you will return to the New Document screen.

4. 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 the Add Meta Data page link on the left is a link to the Add Attributes options.

Add Permissions

1. On the New Document Screen, click

2. 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

3. This will populate a list of Roles. Select each Role(s)  you will be adding to Permissions.

4. When a permission is applied to a document and then SAVED – Only individuals with one of those roles will have access to that document. 

5. Click

Attach Button

The Attach button allows you to search for content that has been loaded into AiM.

1. The Attach button will begin with a search screen.  This will define your search to the documents inside of AiM.

2. You can fill in the appropriate field to locate the specific document or Execute to see a listing of all available documents.

3. Once you have selected the document, click Done. The chosen document will populate on your Document Listing.

Remove a Document

1. Select the document you wish to remove.

2. Click

3. Confirm you want to delete this content. Click

The Related Document will no longer be present.

Understanding Link

Create a link between AiM and an External URL. 

1. Begin by selecting thebutton. This will open the Web Link Screen.

2. Complete the following fields...

   • Title

   • Extra Description

   • URL

3. Click to return to the Related Documents screen.

4. Click

5. Click

The BACK Button will return your view to the record.