Myriad Monitor

Adding documents to records

This guide explains how to upload, view, and manage documents linked to a record.

Documents are linked to individual records and can include files such as policies, statements, contracts, or reference documents.

Step-by-step guide Field-by-field explanation Common questions

Documents are always linked to a record. You can upload them when creating a new record or later when editing an existing one.

On the create page, you can upload one or more files using the documents section. This is optional and can be done later if needed.

If a record already exists, you can add documents later from the edit page or document upload area.

All documents linked to a record appear in the documents section when viewing the record.

Each document has a download button which allows you to retrieve the file.

Used to select and attach files to a record.

More than one document can be uploaded at the same time when creating a record.

The original name of the uploaded document is stored and displayed.

Displayed to help identify the document and confirm upload.

Allows you to retrieve a stored document from the record.

Document visibility for trusted users is controlled separately from record visibility.

No. Documents can be added later.

Documents are shown on the record view page.

Yes. Multiple documents can be attached to a record.

No. Document visibility is controlled separately.