Attachments

An attachment is a supplemental file, such as a text document, that is attached to a service plan. The organization can attach scanned documents such as birth certificates and employment records to provide information about a service plan. The signed service plan contract can also be saved as an attachment. A range of file types are supported including Microsoft® Word, Microsoft® Excel, and PDF. Once the file is attached to the service plan, it may be accessed by other system users with appropriate security privileges.