Add a File Attachment to a Provider Record

Workflow

1. Load the Provider’s Record that you want to add an attachment to by choosing Providers > Search menus on the side. Refer to the workflow on “Search a Provider Record” if you need a more detailed step.

2. Once the Provider Record is loaded, go to the file attachment section, you can either scroll down the page and look for the ASSOCIATED FILE ATTACHMENTS Form section, or choose Providers > Edit Details > Files menus on the side. This will automatically scroll down the page to the attachment section.

3. Click the ADD FILE ATTACHMENT button, or, to edit an existing file attachment record, find the relevant record in the list and click the pencil icon to the right edge of the record. This will open the EDIT FILE ATTACHMENT Form section.

4. In the EDIT FILE ATTACHMENT Form, fill out the following information (fields highlighted in BLUE are optional, RED are required).

NOTE:

The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.

5. Click the Choose file button and locate the file that you want to attach.

6. Click the SAVE FILE ATTACHMENT button.

SUCCESS:

Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.