Custom Field File Attachment
Modified on Mon, 21 Sep 2015 11:14 by Kevin Ricciardo — Categorized as: FAQ
This is how to create a custom attachment field and how to use it on the client screen.
To create an attachment custom field:
Login to CAREWare
Goto Administrative Options>Custom Features>Custom Client Fields
Click Add/Edit/Activate Controls
Click Create New Control
Provide the field name for the attachment
Choose Attachment from the Control Data Type pull down menu
In the Allowed Field Types enter the allowed attachment extensions.
Ex. ZIP;DOC;JPG
Note: The ; is required between each extension
Click on the three dots in a box for Control Types
Click Add
Enter a control type name to identify the separate attachment extensions or the category for the attachment
Ex. Xray or JPG
Click Save
Continue adding control type names for each category necessary
Click Exit
Click Save
Make sure the new attachment field is Active = Yes and close back to main menu
To use the attachment field on a client:
Login to CAREWare
Find a client
Go to the Custom Tab 1*
Click on Attachments **
Click Attach New Fields
Browse for the file on the local PC and select it
Click Open
Select the Control Type from the pull down menu
Enter any comments necessary
Click Save
The attachment custom field can vary by location; i.e. custom tab 1, 2, 3 or custom subform
If you called the attachments field something else, then look for that name on the tab.
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