Period by the attachments

Question

Please add a period column by the attachments so we should know to which period that form applies

Answer 1

You can add the period name as part of the note. For example Contract 2016

Comments

Can you add period dropdown to attachments? There are numerous forms that I need to collect every year and I want to be able to query which forms are still missing. I would set up the list of forms needed for each student in the catagory and then I would like to query anyone that needs a certain form for that period but it's not attached, it would be much harder to do that if I have to rely on the note. Also, I am will probably have 6 to 8 attachments per student and it would be much easier to view, query and attach without having to create and query by notes.

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We also have multiple attachments per family per year. We name the file with the year and then attachment type. We then have a report to show us exactly which of the required forms are missing.