Med-Stop stores documents electronically and attaches them to the record they belong to, such as an employee, a test, or an accident report.

Add a document to a record

1. Open the record and go to its Documents section.
2. Select New.
3. Upload the file, or scan the document. Scanning requires the Med-Stop client software.
4. Check the document type and size that Med-Stop shows, then continue.
5. If Med-Stop cannot recognize the document automatically, choose its category. Some categories ask for more information; a driver's license, for example, may need the license number and expiration date.
6. Finish to attach the document.

Prepare files for upload

• PDF is the recommended format, but other file types are accepted.
• Keep files small for faster uploads. Scanning at 200 dpi in grayscale works well.

Open or delete a document

• Select a row in the record's documents list to open and download the document.
• If your access allows it, select the document and select Delete to remove it.