8212-Upload EDMS Attachment

Version

6.1.1

Description

• Enables the New button in the Documents tab for users to upload an attachment to the document server for a record, inspection, or parcel.

• Enables the Copy and Move button in the Document tab of the Parcels portlet, so users can move associated documents between genealogically related reference parcels.

• Enables the Look Up button in the Documents tab for users to add documents to a record by looking up from the record associated contacts and licensed professionals.

Interdependency

Solution

All

Access

Record (Inspections, Parcels, or Calendar) portlet > Documents tab > New button

Parcels portlet > Documents tab > Copy, Move buttons

Record portlet > Documents tab > Documents tab > Look Up button

Record portlet > Application Intake Form > Document section > Look Up button