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    Material Tab Settings
    • 20 Mar 2026
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    Material Tab Settings

    • Updated 20 Mar 2026
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    Article summary

    Below are the configurable settings for materials. You can add a new material to a record by navigating to the record, clicking the Materials tab, then clicking New Material:

    Setting

    Description

    Record

    Associate the material with either a specific application or the Folio.

    • Folio - The material will fulfill checklist items for any application associated with the person record.

    • Application - The material will allow the material to only fulfill checklist items related to that application.

    Material

    Select the material type.

    Memo

    (Optional) The memo displays after the material name in the description.

    Source

    Upload a digital PDF/Document of the material or scan the material.

    Upload Document

    Select the material to be uploaded from a computer or network location.

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