Difference between revisions of "Upload Documents for a Person"

Latest revision as of 17:57, 9 July 2016

To upload a document, open the PEOPLE category from the Main menu - or - by using the People icon on the top of your screen.

ADD A DOCUMENT

• Click on person's name.
  
• Select the "Documents" of the details box, and then click the “Add Document” button.
  

1. Enter the name of the document.
2. Set the access level.
3. Click "Choose File" and select the file from your computer.
4. Enter the type of document (receipt, contract, etc) in the category.
5. Description of the document and notes if required.
6. Click "Save."

REQUEST A DOCUMENT

• Click on person's name.
  
• Select the "Documents" of the details box, and then click the “Request Documents” button.
  
• Enter in the name of the document and set the access level. (Repeat if more documents)
  
• Click "Save."

When the document is available to upload, return to the person's page and select the "Documents" tab on the details box.

1. Click the "Upload" button on the requested document's row, and select the file from your computer.
2. Enter the type of document (receipt, contract, etc) in the category.
3. Description of the document and notes if required.
4. Click "Save."
   

Guidelines to perform the main functions in the PEOPLE category

• Add a Person
• Convert a Foster to an Adopter
• Edit, Delete, or Add a Comment to a Person
• Upload Documents for a Person
• Track a Person's Donations
• Advanced Filtering for People