Attach Documents

Attaching documents is a four-step process

1. Scan the documents

2. Place them in your S3 share/uploads folder. Depending on how your network is configured this folder may just appear as a file share on your network.

3. Select Attach Documents from the Admin menu. The system will scan the uploads folder and add any documents it finds to the Documents table with ACCT_ID = 1, indicating 'quarantine'. It will then present you with a preview of all the quarantined documents.

Document attachment page

1. For each document, enter the Account ID, client account number or social security number for the corresponding account in the Account ID field. Within a few seconds a dropdown list highlighted in yellow will appear. Click on the correct entry to tentatively attach the document to that account. (If you have the Account ID, you don't have to wait for the dropdown list.)

Search drop down choies

Once you have selected the correct account for each document, scroll to the bottom and click the Attach button to commit your attachments. The system will:

1. Rename the documents to include the Account ID in the name.

2. Convert any image files to PDFs.

3. Add a time stamp to the PDFs.

4. Copy the documents to the permanent documents folder.

5. Delete them from the uploads folder.

If you return to the account Work Screen for that account, the Documents panel will include the new documents. Click the eyeball to see the details, including the time-stamped document.