How Do I Upload a File to a Referral Source Record?

Issue

I need to upload a document to a referral source record.

Environment

Kipu CRM, Roles: Admission Worker, Combined +, Combined (Admissions and B.D.), Super User, Business Development, Referral Source Management, Referral Source Management Plus, Business Development Plus, Features: Referral Sources

Resolution

You can upload a document to a referral source record by using the Manage Files area on the Information page.

1. Using the Global Search bar at the top of the screen enter and select the desired Referral Source record.
2. Once the referral information page loads on your screen, select Manage Files.
3. In the manage files area, drag and drop a file from your computer to the highlighted area or click on it to search for and upload files.
4. Using your computer file directory, select your desired file and click Open.
5. The file will be successfully uploaded to the Referral Source record. Once confirmed, select Close. 

Additional Information

• How to Create Referral Sources
• How do I re-label an attachment tied to a referral source record?