{"id":665,"date":"2015-01-19T14:56:04","date_gmt":"2015-01-19T14:56:04","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=665"},"modified":"2017-06-01T21:11:13","modified_gmt":"2017-06-01T21:11:13","slug":"documents","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=665","title":{"rendered":"Documents (Client File)"},"content":{"rendered":"<div class=\"et_pb_section\">\n\t\t\t\n\t\t\t<div class=\"et_pb_row\">\n\t\t\t<div class=\"et_pb_column et_pb_column_2_3\">\n\t\t\t<div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<h3>Documents<\/h3>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<div style=\"width: 1080px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-665-1\" width=\"1080\" height=\"608\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/12\/Documents-Section.mp4?_=1\" \/><a href=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/12\/Documents-Section.mp4\">https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/12\/Documents-Section.mp4<\/a><\/video><\/div>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p>Use the Documents section of the client file to attach (upload) documents and photos to the client file.\u00a0 The documents can be in any format, e.g.:\u00a0 Microsoft Word, PDF, Excel, etc.<\/p>\n<p>To attach a document to the client&#8217;s file:<\/p>\n<p>1.\u00a0 Open the client file and use the Next button at the top of the page to go to the <strong>Documents<\/strong> section.\u00a0 Any existing documents will be listed.<\/p>\n<p>2.\u00a0 Select the New button; this will bring you to a new <strong>Document<\/strong> page.<\/p>\n<p>The <strong>Document<\/strong> page contains the following fields:<\/p>\n<p><strong>File field \/ Browse button<\/strong><br \/>\nUse the browse button to access saved files on your computer.\u00a0 Locate and select the file you wish to attach; the selected file will be identified in the <strong>File<\/strong> field.\u00a0 Important:\u00a0 you must use the <strong>Browse<\/strong> button to select it; simply typing the name of the document in the <strong>File<\/strong> field will not attach it.<\/p>\n<p><strong>Date<\/strong><br \/>\nUse this field to identify the date on which you are attaching the document to the client\u2019s file.<\/p>\n<p><strong>Description<\/strong><br \/>\nUse this field to identify the document being attached.\u00a0 This will serve as a title for the record in the list of attached documents.<\/p>\n<p><strong>Client Summary Photo?<\/strong><br \/>\nSelect this checkbox if you are attaching a photo of the client and you want it to appear on the summary page of the client file.\u00a0 (If you need to remove the photo from the summary page at a later date, simply uncheck this box<\/p>\n<p><strong>Document Description<\/strong><br \/>\nUse this memo field to provide a description of the document you have attached.<\/p>\n<p>When you have finished, use the <strong>Save<\/strong> button to save your work.\u00a0 The completed record, with the attached file, will be added to the <strong>Documents<\/strong> section of the file.<\/p>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p><a title=\"History\" href=\"https:\/\/roxysoftware.com\/?page_id=667\"><strong>Continue to History<\/strong><\/a><\/p>\n<p>Back to <a title=\"Pirouette User Training Guide \u2013 Contents\" href=\"https:\/\/roxysoftware.com\/?page_id=523\"><strong>Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> <!-- .et_pb_text -->\n\t\t<\/div> <!-- .et_pb_column --><div class=\"et_pb_column et_pb_column_1_3\">\n\t\t\t\n\t\t<\/div> <!-- .et_pb_column -->\n\t\t<\/div> <!-- .et_pb_row -->\n\t\t<\/div> <!-- .et_pb_section -->\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":523,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-665","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=665"}],"version-history":[{"count":12,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/665\/revisions"}],"predecessor-version":[{"id":3148,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/665\/revisions\/3148"}],"up":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/523"}],"wp:attachment":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}