Attaching documents to activities

3 Connect for counsellors, telephone counsellors and financial counsellors : Activity types and subtypes : Attaching documents to activities

You can attach a single document to an activity where this is required. If you need to attach multiple documents to an activity, consider bundling the documents into a single file, or alternatively attach the documents to the case instead. You can do this when recording the activity, or you can open the activity in edit view at a later point and attach a document.

In the activity record in edit view:

1 In the Upload Document field, click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\choose file.png$ .
A Windows Explorer window opens.

2 Locate the file you want to attach then click Open to attach the file.

Gambler’s Help Connect will allow you to attach most common file types including all MS Office files.

3 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .