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Attaching Supporting Documents to a Form


Learn about adding Supporting Documents to all of the Service forms.

Supporting Documents

Supporting documents are files or scanned documents that support or supplement the form they are being attached to.  A Supporting Documents section is on every form.  The process to attach a form is the same each time.

To begin, click on Attach Document:


  1. Click on the Choose File button to select a file from your computer.
  2. Click on the file to be attached and click Open.
  3. The selected file name will appear beside the 'Choose File' button.
  4. Give the file a readable name in the Green Name field.  
  5. Comments can be added to the box below if applicable.
  6. If the document can only be viewed by the Coordinator and the Staff working with the Client, check the box beside 'Private'.  Otherwise, leave it blank.
  7. Click Attach Document.

The window will display a message that the document was successfully attached. Click Exit to return to the form.



The attached document will appear in the table with the name that was typed in.


Video Instructions

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Article details
Article ID: 52
Category: Direct Services
Date added: 2014-11-13 15:19:17
Views: 168
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