Difference between revisions of "Uploaded Documents"
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Charitylog allows you to upload documents to be stored alongside details of organisations and people (clients, volunteers, referrers etc). You can upload documents by clicking the "Uploaded Docs" button, which can be found in the top right hand corner of the "Client Details" screen: | Charitylog allows you to upload documents to be stored alongside details of organisations and people (clients, volunteers, referrers etc). You can upload documents by clicking the "Uploaded Docs" button, which can be found in the top right hand corner of the "Client Details" screen: | ||
Revision as of 14:44, 24 January 2014
Charitylog allows you to upload documents to be stored alongside details of organisations and people (clients, volunteers, referrers etc). You can upload documents by clicking the "Uploaded Docs" button, which can be found in the top right hand corner of the "Client Details" screen:
It 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 client documentation (medical reports, assessments forms etc) or any other file you have stored on your computer. Documents of the following types can be uploaded to Charitylog:
- 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
If you have a file type other than these that you wish to upload, please contact Charitylog Support for assistance. 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:
- 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 "Untitled Document".
- Description: add a longer description here if needed.
- 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.
- Relevant Referral No: If this document is related to a particular action which you have recorded as a contact in Charitylog, you can link the document to it here.
- 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 the administrator guide to Office Functionality 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).
