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# Adding Additional Attachments for Families


# Adding Additional Attachments for Families

Xap allows you to record and save attachments for your Families that can be downloaded as required.

Attachments can be added via:
1. Enrolment form e.g. Medical, Custody forms - visible to **Families & Service**
2. Attachments section - Manually added by the Service -** ** **Internal for Service view  -  visible to families**
3. Notes section - Manually by the Service - **Internal for Service view only**

###### Option 1 - Enrolment form

###### To manage this option:
Within the **Family summary** screen, use the **3 dots** next to the child and select **edit.**

Attachments can be uploaded by Families or Services via questions on the enrolment form and will be visible to, and able to be managed by **Families** and **Services**.
This option is the **preferred method** for eg. Updated Immunisation details, Asthma action plans.
By updating from the child details section, you are able to update the newly administered immunisations as well as upload the new supporting document at the same time
| Note: This is the best practice to ensure that Health & Immunisation details are updated e.g. new Immunisation record on your Family reports.
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_aojlkv.png)

Attachments uploaded against the enrolment form will be visible within:
* Medical Conditions section
* Attachments section

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1ehmphs.png)

###### Option 2 - Manually by the Service - Visible to Services  -  visible to families

These attachments can be uploaded by the Service and are helpful for storing eg.
* Transport permission forms
* Excursion permission forms

1. Select the Family and go to the **Family Summary** screen
2. Select **+** within the **Attachments** section

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_z09qnk.png)

3. **Attach** the document
4. Select **Children** (select Guardian if the permission form includes all children)
5. Select **Child’s name** (only if permission form is per child)
6. Add **Attachment name**
7. Select **Add Attachment**
Repeat for each child’s forms.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_oscx0a.png)

###### Option 3 – Not Visible to Families – Notes option

These attachments can be uploaded by the Service and are helpful for storing eg.
* Payment Plan agreement forms
* Internal Child development forms for the service

1. Select the Family and go to the **Family Summary** screen
2. Select **+**within the **Notes** section

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_yi903i.png)

3. Select the **User Roles** who can see this attachment
4. Add in the **subject**
5. Add in a **Note** (for your reference)
6. Add the **attachment(s)**
7. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1iajsqc.png)

### Below displays the areas that attachments will be displayed for the Service.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_198hdz1.png)