Wiki source code of Upload Documents

Last modified by MasterApps Support on 2021/06/18 01:44
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1 Files can be uploaded to **Injury Master** using the **Upload** button in the top right of the **Documents** area of any Incident / Claim. Any file format can be uploaded, but only files in PDF / other image formats can be viewed in the browser.
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3 [[image:Attachments.WebHome@mceclip0.933a4.png||style="max-width:496px" alt="mceclip0.png"]]
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7 ==== **Document Details** {{id name="document-details" /}}====
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9 Selecting **Upload** will open the **Upload Document** window. Complete the following information fields then select **Upload** to add document or **Cancel** to exit window. These details can be edited later.
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11 [[image:Attachments.WebHome@mceclip1.260aa.png||style="max-width:355px" alt="mceclip1.png"]]
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13 *. **Type** (required) – Document Type by which file can be filtered and providing information to the system
14 *. **Title** – Changes the Document Name displayed in the Document list
15 *. **File** (required) – Select **Browse** button to choose file from your desktop, or drag file itself on to **Browse**
16 *. **Date** (required) – Date and time document is uploaded. Can be custom set to date / time other than uploaded moment.
17 *. **Draft** – Tick box to mark document as **Draft**
18 *. **Other Options** (select link to open)
19 **. Add tag(s) – Add existing or new tag for identification of documents
20 **. Add extra notes – Any extra relevant information you wish to include
21 **. Attach related document(s) – Additional documents to attach to this document (select existing or upload new)
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23 [[image:Attachments.WebHome@mceclip2.4a056.png||style="max-width:315px" alt="mceclip2.png"]]
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27 ==== **Special Document Types** {{id name="special-document-types" /}}====
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29 Some Document Types will prompt other fields to be completed which feed and draw information from the system. These Document Types are:
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31 *. Employer Liability Notification
32 *. Example of Suitable Duties
33 *. Medical Certificate
34 *. Return To Work Plan
35 *. Wage Reimbursement Schedule
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39 ==== **Upload Via Email** {{id name="upload-via-email" /}}====
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41 Files can also be added to **Documents** via email upload. Documents uploaded via email default to the 'Other' Document Type, but can later be edited. Select the blue drop-down arrow to reveal an __Upload via Email__ option.
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43 [[image:Attachments.WebHome@mceclip0.a3063.png||style="max-width:208px" alt="mceclip0.png"]]
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45 Selecting this option will open the **Upload via Email** window with instructions on how to upload documents via email.
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47 For further information, please refer to [[Upload via Email>>doc:Injury Master.Emails.Upload via Email.WebHome]].
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49 [[image:Attachments.WebHome@mceclip1.20283.png||style="max-width:372px" alt="mceclip1.png"]]

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