Sending a Document to FTS

Peter Campbell Updated by Peter Campbell

Before a document can be attached to a notice in the system, it first needs to be added to the record and sent to FTS.

To do this, navigate to the Documents tab of the record and select the + Document button.

Upload the document and populate the document details before selecting Save.

Once the document has been added to the record, additional action buttons will appear, including Send to FTS.

Once selecting this action, you will receive a prompt to confirm you are happy to publish this document to FTS and to inform you that this action cannot be undone, once completed.

Selecting confirm will publish the document, and there will be a small window that appears to show this action is being completed.

When the document has been published, this is then indicated within the record by an FTS indictor being made visible after the document name.

Publishing a document allows it to be selected as an attachment to a notice when required.

After selecting the document(s), be sure to click the + Add button to attach it to the notice.

If multiple document types can be uploaded, the type for the document can be selected from the dropdown list shown.

Sending a document to FTS is shown in the following video:

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