FAQ - Help Articles

Question
Attaching documents and images to record card information
Answer

Images (jpeg, png) and documents (pdf, doc, docx, rtf) can be attached to any information item on a record card.

 

These options have to be enabled just like start dates, end dates, reference numbers and other options and they are done in the same place.

 

As a web supervisor, go to setup

 

 Setup

 

Type in "info" and you will see a list of setup items: Click Employee Info

 

 Search Setup Pages

 

You now see a list of the Headings and when the heading is selected, the Item on that Heading tab. Select the Item you want to enable documents, images, start, end dates, reference text etc. We will use "University Letter"

 

Setup Info

 

The selected Item will expand to show all the options that can be associated with this Item.

 Setup Document

 

Check the appropriate boxes

 

Save (Save Changes)

 

Open or refresh the record card page where you want to upload the document or image.

You will now see an upload button or buttons.

You will now be able to attach images or documents or both to the enabled item:

Copies of these Documents or Images can be attached to any of the standard booking notifications.

 

Resultant Item

If you found this information useful, please share it!


This FAQ was last updated on Wednesday, February 17, 2016

Contact Information

To find out more about Ava solutions you can contact us in a number of ways:
Follow Us...