Documents

Open Documents on a Participant's profile to find files you can access that are attached across their record.

You can also view Documents assigned to Contacts, Organisations, and Plan Managers by heading to the Directory and opening their profile. There's more information on viewing Documents in each of the following guides:

Viewing Documents

Documents can be attached to:

a Task
a Note
a Support
a Participant
a Plan
an Implementation
a Record
an Information Item
a Plan Manager
an Organisation
a Contact

The Participant's Documents page brings together Documents you can access from across the Participant's record, regardless of where they were uploaded. A file attached to an item you cannot access is not exposed through this page.

Support Documents can be uploaded from a Support's Documents tab. If the Support is part of a recurring series, you can add the same Document to the current Support and selected future Supports in one action. See Support Goals and Documents.

Select a Document to open it, or use its 3-dot menu to View, Download or Delete it.

Uploading Documents

To upload a Document directly to a Participant's profile, click Upload Documents. This opens the upload form, where you can browse or drag files into the outlined area. You can add up to 50 files in one upload.

Editing the Document Name before Uploading

Once you've selected your file, you can edit the name of the Document - this is what will display in Astalty.

Categorising Documents

Before uploading, select the Tag icon to add Categories that make the Document easier to find later.

If the Document Category you want to use is not found in the drop down (hint: you may need to search the first few letters), you can create a new Document Category 'on the fly' by clicking the Create button when prompted.

Editing Documents

Once a Document has been uploaded, or if you are viewing an existing Document, you can edit the Categories and Document name.

To edit the Document name, hover over the name and select the edit icon (1).

You can also use the Categories input (2) to edit the Categories for the Document.

Download Documents

To download a copy of the document, click Actions and select Download from the menu options. The document will be saved to your device's Downloads folder in your file explorer.

Sending Documents

To email a Document, open it from the Participant's Documents page and select Actions, then Send. Enter an email address or choose the Participant or one of their linked Contacts.

Email History

When email tracking is enabled, open the Document's Actions menu and select Email History to see emails sent for that Document.

Archiving Documents

Archive an outdated Document to remove it from the active list without deleting it.

To archive a Document, open the Document and click the Actions button - you can then click the Archive option to archive the Document.

Deleting Documents

You can delete a Document from within the Document view if it is not still in use elsewhere. Astalty checks before deleting and explains anything that blocks the action. For example, a Document attached to a Participant Record cannot be deleted from this page. Open the Record to review or remove it instead.

Depending on how the Document is attached, the blocked action may offer Archive instead or Remove from this participant. Removing it from this Participant only removes the direct attachment; the file remains with its other owner. If a Document was uploaded to another item, such as a Task or Plan, the delete confirmation warns that deletion also removes it from that item.