Overview
This article guides you through the process of adding an Attachment to a Member.
The article is divided into the following ten topics:
Prerequisites
Role
Scope
Format
Size
Use case
Navigation
Branch level
Upload an attachment
Download an attachment
Prerequisites
Role
Your Role must have the Manage member Permission.
Scope
You must have a Role within the Branch the Member "Belongs to".
For more information on Roles, click here.
For more information on Permissions, click here.
Format
File formats that can be uploaded are:
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Size
Files must not exceed 10MB in size.
Use case
The Attachment section enables you to add files related to the Member (such as signed contracts or proof of legal age etc). Each file uploaded displays the date/time the file was last uploaded, and by whom.
Navigation
Attachments are added at Branch level within the Branch the Member "Belongs to".
Branch level
To add an attachment:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Members
Upload an attachment
To upload an attachment to a Member:
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Select the Member from the Member list |
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Click on Attachments |
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Click Add attachment |
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Upload a file Note: The file must be avi, bmp, csv, doc, docx, gif, jpg, jpeg, msg, pdf, png, pptx, txt, xls or xlsx format and not exceed 10MB in size. There are two ways to do this:
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Preview the file |
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Click Save |
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The uploaded file is displayed with the file name, the date/time the file was last uploaded, and by whom. Note: Uploading a file with the same name as an existing Attachment will not override the existing file. Instead, both files will retain their name, therefore you will see two Attachments with the same file name. As the files are listed in order of when they were uploaded, the second file will sit closer to the top of the list |
Download an attachment
To download an Attachment to your computer:
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Select the Member from the Member list |
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Click on Attachments |
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Click on the file you wish to download |
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For most files, click on the downloaded file displayed at the bottom of your browser to open the file Alternatively, click on the arrow to the right of the downloaded file, then select Open Save the file to your computer |
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For files that open inside your browser (such as image files), right-click on the image then click Save image as to save the file to your computer |