Documents
Use the Documents section of the client file to attach (upload) documents and photos to the client file. The documents can be in any format, e.g.: Microsoft Word, PDF, Excel, etc.
To attach a document to the client’s file:
1. Open the client file and use the Next button at the top of the page to go to the Documents section. Any existing documents will be listed.
2. Select the New button; this will bring you to a new Document page.
The Document page contains the following fields:
File field / Browse button
Use the browse button to access saved files on your computer. Locate and select the file you wish to attach; the selected file will be identified in the File field. Important: you must use the Browse button to select it; simply typing the name of the document in the File field will not attach it.
Date
Use this field to identify the date on which you are attaching the document to the client’s file.
Description
Use this field to identify the document being attached. This will serve as a title for the record in the list of attached documents.
Client Summary Photo?
Select this checkbox if you are attaching a photo of the client and you want it to appear on the summary page of the client file. (If you need to remove the photo from the summary page at a later date, simply uncheck this box
Document Description
Use this memo field to provide a description of the document you have attached.
When you have finished, use the Save button to save your work. The completed record, with the attached file, will be added to the Documents section of the file.
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