Documents - Subscriber Panels Option

This Help File Page was issued on 09/30/2017

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Documents - Subscriber Panels Option

This Help File Page was issued on 09/30/2017

The Documents tab on the Subscriber Panels section provides the means to View a Document assigned to a CSID record.

If you only have a printed copy (if you do not already have an electronic copy such as a Word® document),

Scan the printed Document into either the ".jpg" or ".pdf" file format.

Save it to your local Hard Drive (or, if running on a Network to the File Server - see below).

If you are operating on a Network, Save the scanned image to a Hard Drive on your File Server to which - anyone needing it - will have access to it.

If you operate on a single computer, Save the scanned image to your local Hard Drive.

 

To import a Document into MKMS for a specific Subscriber Panels CSID so that Document is accessible in the future:

Documents - Click the Documents tab on the Subscriber Panels section to Open the Documents Form:

1.Add - allows you to add a new Document and attach it to the currently displayed record.

2.Open - opens the selected Document in the Documents list

3.Remove - deletes the selected Document in the Documents list

4.Close - Close the Documents tab

 

To Add - For help in adding a new Document see the Documents chapter for those instructions