Frequently Asked Question

How to upload documents in browser mode
Last Updated 8 months ago

Document Upload

You can attach documents to records in several places in Persimmony, including the Client Record, Invoice and Performance Measures. This document will show you how to attach documents using Drag and Drop The process is similar wherever you need to attach a document, but there are a few differences between adding one to a Client record and to a Performance Measure/Invoice.

Attaching a Document to a Client Record:

1.Select the Documents button on the Client Record

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Figure9: Document Button
2.Select Attach Documents button from the Documents Screen:

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3. Open the file manager on your computer and navigate to the file you need to upload. Select the file and drag it onto the yellow box.

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4. Select the document type from the list available and select Attach Document

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5. The document is attached. Repeat the Drag and Drop procedure to add more documents as needed. Select Exit to return to the documents window.

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Attaching a Document to a Performance Measure or Invoice

1.Select the Performance Measure and Time Period you want to attach a document to and select the Doc button:

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2.Select the Upload button on the Documents window:

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3. Open the file manager on your computer and navigate to the file you need to upload. Select the file and drag it onto the yellow box.

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3. The document is attached. Repeat the Drag and Drop procedure to add more documents as needed. Select Exit to return to the previous screen.

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