Linking Documents to a Disability or Tax Benefit

Both the recording of disabilities and of tax benefits require a linked document.

Open the employee in question.
In the respective tab (Finances tab - Tax benefits or Employment tab - Disability), put the employee record back into write mode with "Edit".
Now click the row with the entry to which you want to add a document
This row is now highlighted in color and 3 active buttons can be seen above the list.
- "New" creates a new entry / record.
- "Delete row" deletes this selected entry.
- "x linked documents" indicates how many documents are linked to this entry.
Clicking "x linked documents" opens an upload wizard.
Clicking "Upload" lets you upload the appropriate file(s).
Clicking the "X" closes this wizard.
Saving puts the employee record back into read mode.
In read mode, the "x linked documents" button is also visible to check which documents are linked, but the "Upload" button is inactive.

Important: Linking between documents and entries is not possible in both directions!

In edit mode, select an entry in the topic-specific tab and then click the "x linked documents" button. This uploads a document, stores it correctly in the folder structure, and links it to the selected entry.
An example can be found under: Employment tab - Disability.

Uploading a document to a certain folder does not automatically create a link to an entry that corresponds to the folder name, since the system could only rarely interpret the intention unambiguously (to which entry if there are several?, etc.).
Even if you first upload a document to the Documents tab and then go to another tab and want to link an entry there to an already uploaded document, this is not possible!