How to add or update a record for a user in A-suite
Updating Records to a Person's Profile:
To streamline the process of updating records in a person's profile, follow these three main methods: If the profile has a record make sure to update the version.
1. Navigation:
Begin by navigating to the profile of the individual for whom you want to update records.
2. Create a Record:
Create a new record by navigating to the 3 dots on the user profile > Create > Record
Once in the record, there are three ways to add/update an attachment on the record
1. The records tab in the profile,
2. The missing records tab,
3. Create a new record by navigating to our Create Records tab.
3. Uploading Options:
- Drag and drop the file directly into the designated "Drop Files Here" box.
- Select a file that has already been added to the profile through the "Files" tab on the left.
- Upload a file directly from your computer using the "Upload Attachment" button.
Important Notes:
When updating a record you’re already tracking in your records browser, be sure to create a new version within the existing record instead of adding a new one.
If the uploaded record includes an expiration date, ensure you update this date after submitting a new record to maintain accuracy.
