Add Client Documents

The Documents tab on the Client Profile allows you to upload and view documents related to the Client. Documents can be created from templates or uploaded as files.

To add a document from a template:

  1. Go to Clients > Current Clients and click on the Client.

  2. Click the Documents tab.

  3. Under Generate Document, select a Template, Document Category and Document Type from the dropdowns. Click Generate.

    Generate a Document

  4. The document opens, pre-filled with the mapped attributes from the Client Profile. Fill out the necessary information.

  5. Click Save As Draft if you would like to edit the document at a later time, or Save As Final to complete.

To upload a document:

  1. Go to Clients > Current Clients and click on the Client.

  2. Click the Documents tab.

  3. Click the Edit button at the top of the page.

  4. Under Upload Document, select a Document Category and Document Type from the dropdowns, and enter a Title for the document.

  5. Drag and drop the file onto the appropriate area on the screen.

  6. Click Add.

    Upload a Document