Uploaded Documents

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Location in standard build: Organisation/Person Details screen > click "Uploaded Docs" button at the top right of the page

Also: Record a Contact screen > "Save and Go To... Upload Document"

The system allows you to upload documents to be stored alongside details of organisations and people. You can upload documents by clicking the "Uploaded Docs" button, which can be found in the top right hand corner of any "Details" screen:

Updocs 1.png

Uploading a document

The button to access the Uploaded Documents section is in the same location across all Details screens for organisations and people. The number of previously uploaded documents is displayed on the button. Uploaded documents could be scanned images of documentation (medical reports, assessment forms etc) or any other file you have stored on your computer. Documents of the following types can be uploaded to the system:

  • Spreadsheets, e.g. Microsoft Excel: CSV, XLS and XLSX
  • Word processed documents, e.g. Microsoft Word: DOC and DOCX
  • Images: JPEG, PNG, TIFF and GIF
  • Other: .PDF, .msg, .mp4

Theoretically any type of file can be uploaded, but certain types are not allowed for security reasons.

Clicking the "Upload Document" button will take you to the following screen:

Updocs 2.png

  • Document name: This is the name that will be displayed in the list of uploaded documents. If this field is left blank when uploading a file, it will automatically be filled out with the filename.
  • Description: add a longer description here if needed. This will be displayed in the list of uploaded documents.
  • Date: Automatically filled out with today's date, but you can edit this if required. This can be used for the date on which the document was created, if different to today's date. The date of upload will always be displayed in the list of uploaded documents in addition to this date.
  • File to be uploaded: clicking the "browse" button will open an upload window to browse your computer for the file you wish to upload. (In some browsers this button is named "Choose File".)
  • Relevant Referral No: If this document is related to a particular action which you have recorded as a contact in the system, you can link the document to it here. Linking the document to a referral will mean that an icon will be displayed in the History tab for this document (on the relevant referral), so users can access the document directly rather than having to access the "Uploaded Documents" section itself.
  • Relevant Category: you can categorise uploaded documents to make them easier to find (when looking at the list, you can re-order it by category). These categories are set up by administrators - see Uploaded Document Categories for details.
  • Users These Documents Will Be Visible To: you can restrict visibility of uploaded documents by user group or by making them visible only to particular users. Be careful though - if you're going to restrict their visibility, don't forget to include yourself in the list of those who can see the document. You can select more than one user/user group by holding down "ctrl" whilst clicking several items (Windows) or by holding down the "Command" key whilst clicking (Mac).

Examples of Use

Linking an uploaded document to a referral

As described above, uploaded documents can be linked to specific referrals, which means that they are accessible from the client's History tab.

When uploading the document, select the relevant referral, as shown:

Updocs 3.png

Once the file is uploaded, an icon will be displayed on the relevant referral in the History tab, so that users can access the uploaded document directly.

Updocs 4.png

.msg files

As of the June 2014 release, the system allows you to upload .msg files, which are an export format from Outlook. A common use of the .msg upload functionality is to keep a history of your emails to/from someone, saved with their record. As well as combining the history into one place, this also means that your emails are backed up to the server as well as wherever your email is kept.

Deleting uploaded documents

Uploaded documents can be deleted, although for security reasons we strongly advise that most users of the system should not be allowed to delete them.

To enable deletion of uploaded documents for a user group, go to Administration > Security > User Settings > Group Access, then click on the name of the group you wish to enable the feature for.

Scroll to the "Uploaded Documents (Upload)" line, and tick the final box.

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Then click "Save Details" at the bottom of the page.

Users in that group will now see a red cross next to uploaded documents; clicking the red cross will allow them to delete that document.

Updocs 6.png

Rob Kay - manual author (talk) 14:00, 18 June 2015 (BST)