Difference between revisions of "Upload Documents for a Vet"

Latest revision as of 19:21, 9 July 2016

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

ADD A DOCUMENT

• Click on vet'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 (certificate, contract, etc) in the category.
5. Description of the document and notes if required.
6. Click "Save."

REQUEST A DOCUMENT

• Click on the vet'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 vet'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 (certificate, 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 VETS category

• Add a Vet
• Edit, Delete, or Add a Comment to a Vet
• Upload Documents for a Vet
• Vet Visit Listing