How to Add Attachments
Open the Attachments section on the client management form.
Click the + in the top right of the Attachment window.
Note: Press Alt+N on your keyboard can also add new attachments.
- The four ways to add an attachment in OCSS are:
- Dragging a document from File Explorer onto the page
- Adding new attachment
- Taking a photo
- Scanning a document
- When an attachment is uploaded, specify the Description. The Description will be the attachment’s name in OCSS.
- An attachment can be added to several sections of the client management form. The attachment will be stored in Attachments with a link to the given tab it was uploaded to.