This Help File Page was issued on 09/30/2017
❑The Documents tab on the Subscriber Panels section provides the means to attach a Document 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
•To Add a new Document:
✓Click the Add option
✓Select a Document to add to the Form using the standard Windows © Explorer dialogue.
✓Documents may be:
▪Graphics (please save scanned images as .jpgs),
▪Native formats like Web Site Links and Windows compatible Help Files, plus
▪Text Files such as the text files (.txt) format saved by Windows © Word Pad.
✓Keeping this in mind, locate and Double-Click on the desired Document
Add Document dialog
✓The Add Document Form will be displayed (see above).
▪File - The Full Windows Path and File Name will be inserted into the File box.
▪Name - The individual Name of the File will be inserted in the Name box which you can modify, if needed.
▪Type - Click either the Link or Document radio button, depending on how you will need to access this file in the future.
oLink - This option tells MKMS exactly where this Document will be located when it is needed.
i.It must remain there.
ii.If you have multiple users who may need to access this file, be sure it is stored on your File Server where other users will also have access to it.
iii.Because only the Link is stored in the database, it does not make the database larger.
oDocument - This option tells MKMS to actually store the Document within the database.
i.Events - Supervising Opening & Closing Schedules It does not have to remain in its current location.
ii.Because it is stored internally, it does cause the database to get larger - sometimes, based on the size of the documents, much larger.
iii.If many documents are to be stored and used later, use the Link method to access them.
✓Click OK to save the file and close the Add Document Form.
✓Click the Close box at the top right to exit the Documents Form.