FAQ ID # 157 - I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks.

FAQ ID # 157

Last Update : 2009/12/29

Question / Issue

I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks.

Answer / Solution

From the client Policy Summary Screen, click on Images/Scan Document.
Double click on <Add New Image/File>.
In the Attach New Image/File box that will come up, type in the description for the image.
Browse to the location of the file.
Highlight the file and click Open.
Your document name will then display in the Description box on the Policy Summary Screen.

See the attachment for the screen views of the above steps

Attachments

	Attaching an image.pdf (195.9Kb)

Direct Link to This FAQ

http://www.itcdataservices.com/support/IPFAQ/?f=157

Tags

attach documents client file