Material Tab Settings

New Material

Setting Description
Record Associate the material with either a specific application or the Folio.
  • Folio - The material will fulfill checklist items for any application associated with the person record.
  • Application - The material will allow the material to only fulfill checklist items related to that application.
Material Select the material type.
Memo Displays following the material name in the description (optional).
Source Upload a digital PDF/Document of the material or scan the material.
Scanner Preset Select the size and configuration of scanner.
Upload Document Select the material to be uploaded from a computer or network location.
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