Managing Documents

Both information and documents can be uploaded for consideration within a case record, a database administrator makes the decision whether the information is used or not.

Access to this web based upload facility is controlled from within the contacts record where web accounts and passwords are setup. At no time is the web service linked to the live database.

The information can be supplied as a form or request, instruction or just supporting information. If a case record has been marked for display within the web, an approved and linked web user has the option of requesting that their information be linked to the case record. Again, the final decision is taken by a database administrator and moved to the case record if appropriate.

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The videos do not show all features and are intended to provide an overview only.