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Attaching an Document to a Patron Record

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There are times you will want to attach external documents to a patron's file, for example a scanned invoice, a word document, etc.

In the following example, we will attach a document called 10-17-12-Invoice.jpg to the patron's record.

To do this, you perform the following steps:

  1. Open the patron record of the Patron you are attaching the document to.

  2. Click on the Task tab.

  3. Click the New button.

    The Task inserting window opens.

  4. Enter a Description for the Task and click the Save button.

    After saving, the Attached File tab is now available for selection.

  5. Open the Attached files tab and click the Add Doc button.

    The Select File dialog for your operating system opens.

  6. Locate the file and click the Open button.

    The document is added to the Patron's record.