Option #1:

1. Start on the Resident’s summary page. Click on the “Docs” tab at the top of the screen.

 

 

Click on “Actions”, and then click on “Attach Document”.

 

 

2. In the drop-down box, select the type of document you want to upload.

 

3. Select “Browse” and find the file that is saved on your computer that you want to upload, click on it.

 

4. Select the “Finalize” box. Do not skip this step. Also select the packet you want to include the document in, if any.

 

5. Click on “Attach”. Document has been uploaded in the Resident’s file and in any selected packets.

 

 

Option #2:

Start in the Resident’s summary page. Select the “Attach Document” quick link on the left side of the screen.

 

 

Then, follow steps 2-4 above.

 

Option #3:

To upload a document directly from the packet you are working in, start at the Resident’s summary page. Click on the “Docs” tab at the top of the screen.

 

 

Go to the packet you are working on by clicking on the Resident’s name>Packets>Packet name.

 

 

Click on “more” next to the document you want to attach, and then click “Attach Document”.

 

 

Click on “Browse” and select the file you want to attach. Then, click on “Finalize”. Click on “Attach”.

 

 

You will now see the document is attached to the file and the red “X” has turned into a green checkmark if it is a required document.