Attaching a Document in Document Retention
Clicking the
Document Retention
link will open the Document Retention
screen. The Identifier
field will default to the selected entry number. 
To attach a document, first select a document type (.pdf, .png, .jpg, .doc, etc.) from the
Document Type
drop-down.
The types of documents available are client-specific and set up during implementation.
Next, select a document access type from the
Doc Access Type
drop-down. Documents can either be classified as private (only visible to the user) or public (visible to all users within the client’s system). The default setting is private but can be configured to default to public during implementation or through a request to Support. 
After a Document Type has been selected, click the
Browse…
button and choose a file to attach to the entry. 
Next, enter a note in the
Memo
field. This step is mandatory and cannot be omitted. 
Once these three fields have been completed, click
Attach Document
. 
The file will then appear in the grid below.
Attach any other documents as needed using the steps above. Once finished, close the
Document Retention
screen by clicking the X
on the top right of the pop-up. 
Related Content
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Document Retention
Format:
Article