Linking Attachments to a Log Note

HawkSoft enables you to link a log note to an existing attachment (or attachments) on the client/policy. You might want to create a new log note and link it to an attachment, or link an attachment to an existing log note.

This article explains how to link existing attachments to a log note.

Once an attachment has been linked to a log note, it cannot be removed. If an attachment is linked incorrectly, we recommend you append the log note with a statement noting the error.

To link an attachment to a new log note

Since you are not making a change to the client or policy, you can add a Quick Log to link an attachment.

1. Retrieve the client, and then select the Client tab or the policy tab that has the attachment you want to link.

2. Select the Attachments tab.

3. Right-click on the attachment(s) you want to link to a new log note, and then select Add Quick Log.

   To select more than one attachment, hold down the Ctrl or SHIFT key and select each attachment to be linked to the new log note, and then right-click on one of the highlighted items.

4. Select one item in each of the first three lists to describe what prompted this transaction.

   The Attachment retains the original description, effective date, and other properties. To modify the attachment's description, effective date, or other properties, see attachment properties.
   

   Click the attachment link to open and view the attachment.

   The Create Log dialog opens.

5. Add comments, Tasks, and/or Activity Tags as needed.

   For more information on how to create a log note, and how to add Tasks or Activity Tags to a log note, see Creating a Log Note.

6. Click Save Log.

   Your log note is created, and the attachment(s) are now linked to it.

To link an attachment to an existing log note

1. Retrieve the client, and then select the Client tab or the policy tab that has the attachment you want to link.

2. Select the Attachments tab.

3. Right-click on the attachment(s) you want to link to an existing log note, and then select Link to Log.

   To link multiple attachments to a log note, press CTRL or SHIFT on your keyboard and then select the attachments you would like to link to the log note.

   The Select Log to Link Attachment to dialog opens, and shows a list of existing log notes on the client.

4. Click the log you want to link the attachment(s) to from the list of log notes, and then click Save Attachment Link.

   A confirmation message displays, and your log note and attachment(s) are now linked.

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