Where I attach a scanned document to a constituent record. Which section? It is a scanned doc with Resolutions for a President's dinner

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Where do I upload a scanned document to a constituent file?

 

Comments

  • We upload all our documents to the Media tab on the constituent record.  I'm not sure if this tab is standard or an add-on however.

  • The Media Tab is standard for all RE:7 databases.  It can be (I believe) hidden via Admin > Security.

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