Downloading and Sharing Documents

Users with download and sharing permissions in CLASS can download documents attached to a client or a service and share with other users who have the same access level or above in CLASS.

 

 

Download a Document

1. Documents can be downloaded by clicking on the download icon next to the record.

 

 

1. A direct link to a document can be shared with other CLASS users who have the same viewing permissions as you by clicking on the link icon.

A pop up box will appear in which you can select and copy a link to be shared.

 

 

Centre Admins can remove the option to download or link to a document by:  

A. Selecting the Customise icon; and

B. Dragging the selected field into the Column Chooser.

                                                                                

 

 

 

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