Uploading, emailing, and printing documents and files from your person records is easy to do with Shelterluv's intuitive user interface.

You can learn more about Shelterluv's system-generated person documents here - Shelterluv's System-Generated Documents.

How to Upload a New File

Follow these steps to upload a new file to a person record:

1. From the person record, click the Files tab and then the green Add Attachment button.
2. Drag and drop your file to upload it, or click the browse option to select a file from your computer.
3. Click the green Upload button to save the file to the person's record.

Note
The maximum file size is 100MB. The following file types are supported: txt, pdf, doc, docx, png, jpeg, gif, & csv.

How to Print or Email Files

Follow these steps to print or email files from a person record:

1. From the person record, click the Files tab.
2. Check the box(es) next to each file that you want to print or email.
3. Click either the Print Selected or Email Selected buttons to print or email the selected files.

How to Edit or Delete an Uploaded Document

Use the three dots on the right of each uploaded document to edit the file name or to delete it from the preson's record: