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Client Documents

The Client Documents feature allows electronic files to be sent with the automated email received by customers when they successfully register for a course.

Attachments are managed on a per course basis, whereby a file must be uploaded for each individual course. In addition, documents can be set for specific occurrences.

ClientDocuments.png

NOTE: Common file types, such as PDF, are recommended to ensure customers will have the appropriate program on their computer to open the file(s).

To set a resource for a course:

ClientDocuments_add.png

  1. Enter the name of the course exactly as is in VETtrak, including spacing and capitalisation.
  2. Optionally, enter an Occurrence ID if the document is only for a specific occurrence, or a Location for all occurrences matching the location.
  3. Click Choose File (or Browse…) and select the file.
  4. Click the Save button.

The resource will be listed in the table view. To add more documents, repeat the above steps.

NOTE: Multiple documents can be added to the same course.

ClientDocumentsList.png

The documents in the Document List table can be:

  1. Edited to change parameters.
  2. Viewed by clicking the Filename link.
    OR
  3. Deleted from the list by clicking the corresponding 'delete' link.

 

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    Tags:
  • VETenrol
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