Accessing the Documents Tab

Navigation: Records > Person > Documents

1. From the bottom navigation bar, click Records
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record or scroll through the list of people records on the page
4. Click the name of the person. The Person Record page will display.
   
   
   
   
5. Click Documents. The Documents Manager will display.
   
   
   

 

Documents Tab Overview

Field	Description
1. Search Table	Enables you to search the list of documents
2. Columns	Enables you to select which columns to display
3. +Create	Enables you to add a document to a person record
4. Document Name	The name of the document
5. Document Type	The type of document
6. File	The file type of the document
7. Document Description	The description of the document
8. Updated On	The date the document was last updated

 

Changing the Documents Tab Column Headers

Adding Column Headers to the Documents tab

1. Click the Columns dropdown menu
2. Select the field(s) you’d like to display on the Documents tab
   
   
   

Removing Column Headers from the Documents tab

1. Click the Columns dropdown menu
2. Unselect the field(s) you want to remove from the Documents tab
   
   
   

 

Additional (non-default) Column Headers

Field	Description
1. Created By	The name of the staff member who added the document
2. Document Comments	Additional information about the document, if appropriate
3. Document Date	The date the document was added