Where can I scan a copy of each person's signed contract on the contract tab?

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asked Jun 10, 2015 in How To by Sori

2 Answers

answered Jun 10, 2015 by Admin
selected May 8, 2023 by yczehn
 
Best answer
To attach or scan a single document to an account go to the sub tab attachments by the additional info tab. Alot of schools have barcodes on their accounts and attach all of the signed contracts at once thru this feature. https://jlssolutions.com/QA/42/how-attach-pile-of-documents-to-each-account-using-bar-codes
commented Jun 15, 2015 by leah
this system is unreal! it saves us numerous hours as we can do this in a mass way. we use the barcodes choice and we scan all the contracts in via a network copier. fyi, you can purchase a good stand alone scanner in which users who need this feature have access at their desktop. we use this for the remnants left. ..
answered Jun 10, 2015 by Pinkus

you scan it in additional info tab /Attachments tab there you scan contracts or items that portend to the family

and for items portending to students you scan it in Children tab /Attachments tab 

commented Jun 10, 2015 by satmar-montreal
in administration you can add a list of document names for dropdown

when you select "Scanning Documents" or "Scanning Documents students"

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