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Contact or Client Page: Document tab

Last modified 08:03, 24 Apr 2017
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The Documents tab is used to create and maintain a database of documents that relate to contacts or clients.

You can create or link files at both the contact or client level. Having files listed within the Client page encourages good document management and allow others within the practice to easily find information related to a client. You can store most types of files in this way, for example, all of the following file types can be stored or linked to in the Documents tab:

  • Microsoft Word documents

  • Microsoft Excel spreadsheets

  • Internet web pages (HTML)

  • PDFs

  • Microsoft Access database files

  • Bitmaps

  • Microsoft PowerPoint presentations

  • Movies and sound clips.

NOTE

Existing and new documents are only linked to contacts or clients; they do not store copies of the original files. These documents need to be backed up separately using your system backup procedures.

Using the buttons available you can insert new documents, link to existing documents and folders, or delete documents that have been attached to the contact or client.  Clicking on a document will open the document in the program it was created in.

When you open a file by clicking the blue, hyperlinked filename in the Document tab, the program in which the file was saved will automatically open, displaying the file. This saves you time opening the document yourself.

You can also link to a folder within your system, saving time in accessing documents that may not be suitable for direct linking. Clicking on the link opens Windows Explorer at the linked directory, showing the contents in one step. A linked folder shows the directory path in the Description field.

 

Toolbar button

What it does....

File:dirname/pm/020_Contacts+and+Clients/060_Contact+or+Client+Page%3A+Document+tab/Add_a_new_document_based_on_a_template_button.gif

Open a document based on a template button.

This button opens the Add Document window where you can create a new document based on an existing Microsoft Word template.

File:dirname/pm/020_Contacts+and+Clients/060_Contact+or+Client+Page%3A+Document+tab/Add_a_new_template.gif

Add a new template button.

This button opens the Word window where you can create a new template which can be used to create client documents.

File:dirname/pm/020_Contacts+and+Clients/060_Contact+or+Client+Page%3A+Document+tab/Link_to_an_existing_document.gif

Link to an existing document button.

This option allows you to browse for and create a link to any file that already exists.

File:dirname/pm/020_Contacts+and+Clients/060_Contact+or+Client+Page%3A+Document+tab/Link_to_an_existing_directory.gif

Link to an existing directory button.

This option allows you to browse for and create a link to any folder on your system.

File:dirname/pm/020_Contacts+and+Clients/060_Contact+or+Client+Page%3A+Document+tab/Remove_a_document_link.gif

Delete a document button.

This button prompts you to first delete the link to the document and if you click the Yes button, it will then ask you if you want to delete the file from your system. If you choose this option you will permanently delete the file from your system.

NOTE

When you create a document in the Document tab, it is saved according to the default setting for where documents are saved as determined by the path entered in the Maintenance area. This path is configured by your system administrator.

Related Topics

The Contact page

The Client page

How to find a contact or client record

How to view the documents attached to a contact or client

How to add a new document to a contact, client or assignment

How to add a document to a contact

How to link a document to a contact


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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