Personnel Documents

Overview

The “Documents” tab stores files relevant to the Personnel. Once uploaded, files can be emailed or viewed, and removed as needed.

Detail

To add a document to the Personnel profile, follow the below steps:

-Right Click in the white area

-Select add document

-Browse to your local computer for the intended file

-Select the desired file for upload

-Select the document type

-Type any information to the comment section

-Click Save

Open

To remove a document from the Personnel profile, follow the below steps:

-Right click

-Select Remove

-Click yes on the confirmation pop up

-Click Save

To email a document from the Personnel profile, follow the below steps:

-Right click

-Select Email Document

-Enter the email address in the pop up box

-Click OK

-Click OK in the pop up confirmation box

To view a document from the Personnel profile, follow the below steps:

-Right click on the item to view

-Select View Document

The document will then pull up in a separate window.