Related Documents (AiM)

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

2. Click on Related Documents under the left View Menu

3. In the Related Documents screen, click Edit

4. Click Add to open a New Document

5. Click on Browse and locate the new document on your computer to upload

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

7. Click Next to navigate to the next section: Add Meta Data

1. In the Add Meta Data section of New Document, the first field is the Title field. This will automatically populate with the name of the document you uploaded, but you can edit that at this step.

2. The next field down is Type, or your document type. Click on the spyglass icon to open the Document Type screen.

3. Once you select your Document Type, you will be taken back to the Add Meta Data section of the New Document screen.

4. The next field down is called Tags. Enter any tags here that will help users when they’re searching for this document (e.g., UTILITY BILL INVOICE)

5. Click Next to access the next section of New Document after Add Meta Data, Add Attributes.

From this Add Attributes section of the New Document Screen, Click Next to move on to the Add Permissions section.

1. To add permissions, click Load. This will take you to a list of Roles.

2. Select each Role you will be adding to Permissions.

3. Click Next to return to the first screen, Related Documents.

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

1. Back in the Related Documents screen, click on Attach. This will lead you to a search screen called Select Documents.

2. You can fill in the appropriate fields to locate the specific document, or just click Execute to see a listing of all available uploaded documents.

3. Once you have selected the document(s), click Done.

4. You’ll be taken back to your Related Documents screen, where you can see the chosen document(s) have populated in the Document Listing section of that screen.