Difference between revisions of "Upload a Document"
From BARRK Wiki
m |
(No difference)
|
Revision as of 01:09, 8 February 2016
|
Uploading a document to your rescue or shelter is easy with BARRK! The document uploaded through this method will be a "stand alone" document and NOT attached to any record. Please visit |
To upload a stand alone document or a reminder to obtain a document, open the DOCUMENTS category from the Main page - or - by using the Documents icon 
on the top of your screen.
Once in the documents section, click the "Add Document" button. There are two sections to fill in for easy search.
DOCUMENT
- In the document area, enter the name of the document
- Set the access level for the document. Default is Level 1 which can be seen by everyone. (Please visit
Privilege Optionsfor more documentation on this feature) - Click on "Upload when ready" if you do not have the document yet and are waiting to receive from a third party
INFORMATION
- Click the "Choose File" button to upload the desired document from your computer
- Enter a Category such as vet, animal, financial, etc.
- Enter any notes that pertain to the document such as information about the source of the document, or special requests
Click "Save"
Once saved, the document can be viewed, edited or deleted (depending on the privileges set.)
Guidelines to perform the main functions in the DOCUMENTS category
- Upload a Document
- Document Access Levels
- Edit, Delete, or Add a Comment
- Attach a Document to a Record (Record can be an Animal, Person, Vet, Visit, etc.)
- Download a Document
