Linking documents with disability or tax advantage
Both the recording of impediments and tax benefits requires a linked document.
- Open the relevant employee.
- In the respective tab (Tab Finances - Tax advantages or Tab Employment - Disabilities), click "Edit" to return the employee file to write mode.
- Now click on the line with the entry for which you want to add a document.
- This line is now highlighted and there are now 3 active buttons above the list.
- "New" creates a new entry / record.
- "Delete line" deletes this selected entry.
- "x linked documents" indicates how many documents are linked with this entry.
- Clicking on "x linked documents" opens an upload wizard.
- Click on "Upload" to upload the appropriate file(s).
- Click on the "X" to close this wizard.
- Click Save to return the employee file to read mode.
- In read mode, the button "x linked documents" is also visible to check which documents are linked, but the button "Upload" is inactive.
Important: The link between documents and entries is only possible in one direction!
Correct procedure:
- In edit mode, select an entry in the topic-specific tab and then click the "x linked documents" button. There you can upload a document, store it correctly in the folder structure and connect it to the selected entry.
- An example can be found at:
- Tab Employment - Disabilities .
Procedures that don't work:
- Uploading a document into a certain folder does not automatically create a link to an entry that corresponds to the folder name, because the system could rarely interpret the intention unambiguously (to which entry if several?, etc...).
- Even if you first upload a document to the tab Documents and then go to another tab and want to link an entry there to an already uploaded document, this is not possible!
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