Learn how to upload documents in this step-by-step guide. This help guide will cover how to upload documents in Neon CCM.
Content
Instructions
Some records in your system will include the ability to attach documents. The documents tab is where you can store and access documents that are connected to a record. Keep in mind that documents cannot be viewed directly in the system. They need to be downloaded to be viewed.
Uploading Documents
- To attach a document, select a record. For this example, the record is located under the Persons tab.
- Select the person’s name within the table.
- Next, select the Documents tab within the record.
- Select Add New Document.
- Now, select the Calendar Icon in the Date field and select the date you are adding the document. Then, add a name in the Name field that describes the document.
- Next, select the appropriate options from the Document Type field. Then, select Upload to upload a file from your computer.
- You can add a note to describe this document. When finished, select Submit.
- When finished, select Submit.
- The reminder now displays in the Documents tab.
Note: If you are unable to access this feature in your CCM, it is possible Neon CCM can add the functionality through an upgrade. If this is something you are interested in, have your system’s support contact inquire through a support ticket.