The Attachments tab connects documents to the subject records. Users can click to add one document at a time or to open the Document module; or to download the document.
Other tabs are available to track additional information including Subject, Enrollment, Custom Fields, Import, Visits, Budget, Payments, and Deviations.
The Document Type base table is Subject.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Document |
This column lists the document names. |
Comment |
This column displays any comments made on the Document module. |
Date |
This column displays the date provided for the document. |
Expiration |
This column displays the date that the document expires. It will display N/A if the document was defined to not have an expiration date on the Document module. |
Upload/Link Date |
This column displays the date that the document was added to the system. |
User |
This column displays the initials of the user who uploaded the document. |
Type |
This column displays an icon of the document's file type, e.g. Word, Excel, PDF, etc. The available icons are listed on the Document Extensions page on the System Tables page of the Administration tab. |
Src |
This column displays an icon that indicates the location and availability of the document. Uploaded to CTMS Database Linked to Network File Linked to Network File, but file is not found Linked to Network File, not linking to network files is no longer enabled in Configuration Linked to SharePoint Document Linked to SharePoint Document, but document is not found Linked to SharePoint Document, but linking to SharePoint is no longer enabled in Configuration or the SharePoint Site has been inactivated |