How to Attach Scanned Items to a client's history
This can also be done using the Scanning window.
Open the Search window
1: Click Search in the menu - the Search window will open.
Open the required Client
1: Press Enter to display all or enter some Search Criteria.
2: Double-click the required client - the Client's window will open.
Select Attachment type and source
1: Click the Debts tab.
2: Select the required claim.
3: Click the History tab.
4: Select the Attachment type from the Action drop-down list. NOTE: Selecting the correct Attachment type is important for using the Scanned Attachments function, which will locate the document using the Action name it is associated with. We recommend only attaching .tif items and not PDFs.
5: Click Select - a file explorer window will open, for you to locate and select the required document.
Insert the Attachment into History
1: Type in some Details if necessary.
2: Select to what the item is to be Attached.
3: Click Insert.
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