Client DocumentsΒΆ

_images/ss_clientdocumentslist.PNG

The Client Document feature allows users to upload files and attach them to specific client records, and optionally, attach them to specific pledges as well. Users may select files saved from their computer, or take a photo of a document with their mobile device.

Note

Allowable file types include PDF, JPEG, PNG, TIFF, GIF, TXT, DOC, XLSX, and more. Uploaded files must be smaller than 25 MB.

_images/ss_clientdocumentsadd.PNG

To add a new document:

  1. Load a client profile and select the Documents option in the More dropdown menu.
  2. Once the popup window loads, click on the “Upload a New Document” button.
  3. Click “Browse...” to select a file to upload. If you’re on a mobile device, you should be prompted to take a new photo or select an existing file.
  4. After selecting your file/photo to upload, the local filename should appear in the readonly box next to the browse button. This simply displays where the file exists on your computer. The filename should also be added to the Document Title field - this is what the document will be called inside Administry, and users can edit this field.
  5. Update the Document Title and Notes fields. These can be changed later as well.
  6. If this document should be attached to a specific pledge, select the pledge from the Pledge dropdown box. Leave it blank if the document should only be attached to the client. This can be changed later.
  7. The Uploaded By and Upload Date boxes will be filled in automatically, and cannot be changed.
  8. Click save and close. Once the file uploads, you should see it appear in the Client Document List.

Viewing Documents:

All available documents for a given client are visible in the Client Document List. To view/download a document, click on the title. This will begin a download to your computer or mobile device, where the document can be opened with an appropriate installed program (such as Adobe Reader, Microsoft Excel, etc.).

If a client document has been attached to a specific pledge, it will also appear on the single pledge view screen. To view the single pledge view screen, click on a pledge (on the client profile or the pledge list). Once it loads, any client documents will be listed next to Documents:

_images/ss_clientdocumentspledge.PNG

Note

Users may not edit and re-upload client documents. If a client document needs to be altered, download it, delete it from Administry, and re-upload.