Constituent Files
The Resume/Related Documents screen enables users to add and
maintain constituent-related documents. It is recommended users append the
document name with the Constituent ID so that documents are stored on the
server by Constituent ID. If document already exists, select the document and
click Open Document to view the document.
Note: This information can also be
displayed online.
1.
To add a resume or related document; from the Background Information
task category in CRM360, click Attached Files. The
Resume/Related Documents screen displays.
2. Click Add. The Windows Explorer will open, and locate the
appropriate document.
3. Select the Related Document type from the drop-down.
4. By default the Related Document Date is set to today. Change this if
necessary.
5. Add any Comments
if needed.
6. Click Save. 