ATTACHED FILES Tab

Management

The ATTACHED FILES tab allows you to attach supplemental documentation to the management profile. When you click on this tab, a list of all supplemental files is displayed.

To view a management record file:

1. On the ATTACHED FILES tab of the Management profile page, click on the name of the file that you want to view.
2. Click the DOWNLOAD FILE button. The File Download dialog opens.
3. Select the location to save the file to, then click the SAVE button. The file is saved to the specified location. Note that you may instead open the file without first saving it.

To add a document to the management record:

1. From the Management profile, click the ATTACHED FILES tab on the left.

   

2. Click the NEW button.
3. Enter the label (name) that you want to use for this document. Note that the name specified here is the name that appears in the list of files. This name does not have to match the actual filename of the document.

   

4. Enter the file type of the file you're attaching.
5. Enter an optional description.
6. Click the BROWSE button, then locate the file and click OPEN to specify the path to the file.
7. Click the SAVE & RETURN button. The file is added to the list of files attached to this management record.

To remove a file:

1. On the FILES tab of the Management profile page, check the box beside the file that you want to remove.
2. Click the DELETE button. The file is removed from the list.