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.

Here are the steps to attach a document to a record.

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

2. Select the Related Documents hyperlink found on the 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. Select .

Open

4. Select to open New Document.

Open

5. You will begin by clicking the icon.

6. Locate the new document on your computer.

   • Alternatively, you could drag the document over the No files selected field to attach.

7. Click:  

To Add Meta Data

1. Complete the ...

   • Title - This will automatically populate with the document uploaded.

     • You have the option to change the Title at this time.

2. To select Type, click the icon to open the Document Type screen. Document Type - This is a functional group of documents with a class like General, Image, Invoice, ….

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

4. Add Tags - Example: BILL INVOICE

   • This will assist the user when searching for the document.

5. On the New Document Screen, click

6. 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

7. 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. 

8. 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.