Associate record attachments with people

When you upload a document to a record, you can attach the document to the contact or licensed professional associated with the current record, for the convenience of reusing the same document in the future records.

To associate a record attachment to people in the application intake form

Create a new record.
Associate one or more contacts or licensed professional with the record.
Locate the Documents section in the application intake form, and select Add.
Select the document you want to attach to the record.
When adding document definitions to the document, select the contact or licensed professional from the Also attach to list, which is the people you want to attach the document to.

Civic Platform adds the selected document(s) to the contact or licensed professional, and populates the following document settings from the record to the contact or licensed professional: File name (document name), Description, Department, Document group/category, Description, Modified by/date, Uploaded by/on, Size, Type, Source, and template fields.
Complete the remaining record creation steps.

To associate a record attachment to people

From the Records page, find and open the desired record.
Select the Documents tab.
Select the document(s) you want to attach to people.
Hover over Manage documents, then select Add to people from the command menu.

Civic Platform displays the list of contacts or licensed professionals that are associated with the record. If none are associated with the record, Civic Platform displays an error message.
Select the contact or licensed professional to which you want to attach the selected document(s), and select Select.

Civic Platform adds the selected document(s) to the contact or licensed professional, and populates the following document settings from the record to the contact or licensed professional: File Name (Document Name), Description, Department, Document Group/Category, Document Status/ Status Date, Description, Modified By/Date, Uploaded By/On, Size, Type, and Source, and template fields.
Modify the document settings if needed. You can open the Document information window for the document and modify the following fields: ACA permissions, Document group/category, Description, Department, Status, and template fields. You can also assign virtual folders to the document.

For information on ACA Permissions, see Define ACA permissions for a document.