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