Attaching documents to community education cases

6 Connect for community education workers : Managing cases : Attaching documents to community education cases

You can attach documents of most common file types to a case record as applicable. Using the Documents keyword search you can search for documents by any words in the document filename, title or description.

When you attach a document you have the option of editing the document metadata to facilitate document searching.

To add a document to a case:

1 Save a copy of the document you want to attach to your PC or a network drive.

2 Open the case to which you want to attach the document.

3 Click the Documents tab.
The Documents tab displays.

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\uploaddoc.png$ .
The Upload Document screen displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\Document1.png$

5 In the File field click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\choose file.png$ .
The standard Windows open file screen displays.

6 Locate the file you want to attach and click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\open.png$ .
You return to the Upload Document screen with the document listed in the File field.

7 In the Title field enter the title you want for the document.

8 In the Description field enter a description of the document.

9 In the Date Received field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the date the document was received.

10 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$ .
The saved document displays in the documents list.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\Document2.png$

Downloading a document

To view or print an attached document you need to download it:

1 Open the case and click the Documents tab.

2 In the Action column click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\downloaddoc.png$ next to the document you want to download.
The document is saved to your PC.