We have a need to cut and paste a pdf application into the Notes section of a persons' record and mark it confidential. Its an application for benevolence funds. It was suggested that we can cut and paste a pdf into that section and I am unable to make that work. Is there anyone who has had success, or that can tell me any other way to get a pdf document attachment into a person's record [confidentially]? Thanks !
Linda Belgiano
Connections + Involvement | Communications + Data Manager | 616.406.3937