Documents are the files your rescue keeps, such as a rabies certificate for an animal or the organization’s insurance certificate. Each one has a title, a category and, if it lapses, an expiry date, and is filed either against a record or against the organization as a whole.
Open Documents in the sidebar to see every document you are allowed to see, in one list. An animal’s own documents are also on the Documents tab of its record.
Who can see and change documents
A document is as private as the record it is filed against:
- A document filed against the organization is seen by everyone who can sign in. Anyone whose role can change at least one workspace can upload or delete one.
- A document filed against an animal is seen only by people whose role can read Animals. Uploading or deleting one needs a role that can change Animals.
The same rule covers any other kind of record a document is filed against: you see it if your role can read that workspace. The list, the counts and the filters never include documents you cannot see.
The Documents page
“Everything filed against the records you can see, plus the organization’s own paperwork.” The newest documents are at the top.
Above the list are three counts:
Columns
Title and Actions are always shown. Use Columns to hide or show the others.
Open shows the file in a new browser tab, where your browser can display it. Download saves it under its original file name.
Filters
Each option shows how many documents it would match. Press Clear beside a filter to remove it, or Clear filters above the list to remove them all.
Under Views, + Save current view keeps the filters you have set under a name, so you can come back to them in one click. Saved views are your own.
Uploading a document
Upload a document opens the upload form. On the Documents page, the button is at the top right and the document is filed against the organization. On an animal’s Documents tab, the document is filed against that animal.
Press Add document.
Files you can upload
One file per document, up to 10 MB. These kinds of file are accepted:
- Pictures: PNG, JPG or JPEG, WebP and GIF. SVG is not accepted.
- PDF.
- Word, Excel and PowerPoint files, old and new (DOC, DOCX, XLS, XLSX, PPT, PPTX).
- OpenDocument files (ODT, ODS, ODP), RTF, CSV and plain text (TXT).
A file of another kind is refused with a message naming its type. A file over the limit is refused with its size, and an empty file with That file is empty.
Categories
Every document is in one of seven categories: Medical, Legal, Identification, Financial, Insurance, Policy or Other. The category is for finding documents again: it does not change who can see them.
Expiry dates
An expiry date is for documents that lapse, such as a rabies certificate or an insurance policy. A document stops counting as expiring and starts counting as expired the day after its expiry date.
Wherever a document is listed, its expiry reads plainly: on an animal’s Documents tab it says No expiry, Expires and the date (in amber once it is 30 days away or less), or Expired and the date (in red, with a warning mark).
Nothing is sent when a document is about to expire. Check Expiring in 30 days on the Documents page, or save it as a view.
Documents on an animal
The Documents tab of an animal record lists the documents filed against that animal. Each shows its title, category, file name, size and expiry, and any notes kept with it. Click the title, or the button beside it, to open the file. See the animal record.
Changing or deleting a document
A document cannot be edited after it is uploaded. To correct its title, category or expiry, or to replace the file, upload it again and delete the old one.
To delete a document, press Delete on the Documents page, or the bin beside it on an animal’s Documents tab. RescueConsole asks first, naming the document.
Deleting a document removes the file as well as its entry. It cannot be undone.