The eighth tab on the Residents screen is headed "Documents", this allows the user to attach documents to the resident record. These documents may be stored on the same computer or on a network, they can be any type of file and could consist of letters or forms relating to the resident or spreadsheets, PDF files or graphic files.
To add a new document to the list, click on the "Add" button on the left of the screen, a standard file explorer screen will open.
Use this screen to find the file you wish to attach to the list, highlight it and then click on the "Open" button. The file will then be added to list .
If you no longer need a particular file attached to the list you can remove it by highlighting the relevant line and then clicking on the "Del" button on the left of the screen. You will then be asked to confirm that you wish to continue with the deletion.
Click on "Yes" to continue or "No" to cancel. N.B. This process only removes the file from the list in the resident record, it does not delete the file from it's original location.
To view a file, highlight the relevant line on the list and then click on the "View Attached Document" button on the left of the screen.
As long as the relevant program is installed on the computer, the document will open for viewing and editing.
