Linking Documents to a Disability or Tax Benefit

Both the recording of disabilities and of tax benefits require a linked document.

• Open the employee in question.
• In the respective tab (Finances tab - Tax benefits or Employment tab - Disability), put the employee record back into write mode with "Edit".
• Now click the row with the entry to which you want to add a document
• This row is now highlighted in color and 3 active buttons can be seen above the list.
• "New" creates a new entry / record.
• "Delete row" deletes this selected entry.
• "x linked documents" indicates how many documents are linked to this entry.
• Clicking "x linked documents" opens an upload wizard.
• Clicking "Upload" lets you upload the appropriate file(s).
• Clicking the "X" closes this wizard.
• Saving puts the employee record back into read mode.
• In read mode, the "x linked documents" button is also visible to check which documents are linked, but the "Upload" button is inactive.

Important: Linking between documents and entries is not possible in both directions!

Correct procedure:

• In edit mode, select an entry in the topic-specific tab and then click the "x linked documents" button. This uploads a document, stores it correctly in the folder structure, and links it to the selected entry.
  An example can be found under: Employment tab - Disability.

Procedures that do not work:

• Uploading a document to a certain folder does not automatically create a link to an entry that corresponds to the folder name, since the system could only rarely interpret the intention unambiguously (to which entry if there are several?, etc.).
• Even if you first upload a document to the Documents tab and then go to another tab and want to link an entry there to an already uploaded document, this is not possible!