| Description | Interdependency |
|---|---|
| Enables the New button in the Documents tab for users to upload an attachment to the document server for a record, inspection, or parcel. |
Parent: 8214-View EDMS Attachment List |
| Enables the Copy and Move button in the Document tab of the Parcels portlet, so users can move associated documents between genealogically related reference parcels. | |
| Enables the Look Up button in the Documents tab for users to add documents to a record by looking up from the record associated contacts and licensed professionals. |
Access
Record (Inspections, Parcels, or Calendar) portlet > Documents tab > New button
Parcels portlet > Documents tab > Copy, Move buttons
Record portlet > Documents tab > Documents tab > Look Up button
Record portlet > Application Intake Form > Document section > Look Up button