Client Master - Work with Attachments

In the Stratus Rep Payee Enterprise version, the Attachments tab allows you to upload scanned documents to a specific client. You can setup categories to group the attachments, see Attachment Categories Master.

Add an Attachment

NAVIGATION: MAINTAIN menu > Client Master

1. Open the Attachments tab on either the Client Master.
2. On the right hand side, find the section labeled Attachment Actions.
3. Click the UPLOAD ATTACH button.
4. Date: enter or select the date of the attachment
5. Title: enter the title
6. Category: if you use categories, use the dropdown to select the grouping category
7. Comments: type any applicable comments about the attachment
8. Click the attachment (paperclip) icon to select the file you wish to upload OR you can drag and drop the file onto the 'Upload Attachment' window.
9. Click OK to upload.

View an Attached Document

1. Open the ATTACHMENTS tab on either the Client Master.
2. In the Filters section, you can filter the displayed attachments by category and/or date. The section can be collapsed by clicking the the round dash button in the upper right corner of the box.
3. Once you locate the document, click on the link in the FILE NAME column to open the document

Edit Attachment Details

1. Open the ATTACHMENTS tab on either the Client Master.
2. In the Filters section, you can filter the displayed attachments by category and/or date. The section can be collapsed by clicking the the round dash button in the upper right corner of the box.
3. Once you locate the document, click on the title of the attachment in the TITLE column.  
4. In the Attachment Actions section, click the EDIT ATTACH button.
5. Modify the attachment details, i.e., date, title, category, comments.  
6. Click OK.

Delete an Attachment

1. If you want to delete the document, single click it and press the red X at the end of the row for the attachment.

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388