Ability to upload and attach files to client/loan records

Description

Similar to the ability to upload and attach a client photo, we'd like to add support for uploading and attaching files (pdfs, word docs, etc.) to a client record.

This is useful in providing one centralized interface for the MFI in which they can access their client records from any location.

Initial implementation would be simple - just the ability to attach a file and metadata corresponding to that file so it could be queried in reports, etc.

Over time and in Mifos X we could integrate with a more sophisticated document management module.

Environment

None

Activity

Show:
Nayan Ambali
September 18, 2012, 4:07 AM

Please refer sample form created at http://mifos.wufoo.com/forms/kyc-know-your-customer-/ for capturing KYC-CIP [Know Your Customer - Customer Identification Procedure]

Nayan Ambali
September 19, 2012, 1:08 PM

Mifos client creation screen with attaching KYC docs

Ed Cable
October 25, 2012, 4:38 PM
Paweł Reise
December 19, 2012, 7:55 AM
Edited

Fixed all sub-tasks
build-number: head-master-commit #1398

Kasia Piecielska
December 19, 2012, 2:06 PM

Improvement has been done properly.

Build Date Wed Dec 19 05:02:00 PST 2012
Build Number hudson-head-master-archive-1217

Assignee

Paweł Reise

Reporter

Ed Cable

Implementation Priority

Must

Story Points

None

Team

Core

Scheduled For

None

Epic

None

productboard URL

None

Man Day Estimate

None

Time tracking

0m

Time remaining

0m

Components

Fix versions

Priority

Blocker
Configure