Attach files to a goal plan

Lumary DC - This article explains how attach files to a goal plan.

With Lumary, you can attach files to a goal plan to keep track of related documents.

To attach a file to a goal plan:

1. Go to the client's record.
2. Click on the Goals tab.
3. Click on the Goal Plans tab. This will show the client's current goal attainment plan plan period and the number of days left on the plan.
4. Click on the plan number link to open the plan.

5. Click on the Files tab.

5. Click on the arrow and choose Add Files.
6. This will open a Select Files form. Click on the Upload Files button, browse and select the file, and click Open.
7. When the file/s have finished uploading, click on the Done button.

If you need to delete a file, click on the All Files link, then click on the row menu arrow and select Delete.

Next, you may want to add or manage goals.

At the end of the plan period, start the end of plan review.