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

Displays following the material name in the description (optional).

Source

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

Scanner Preset

Select the size and configuration of scanner.

Upload Document

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