Managing Shared Client Documents

Manage the shared client documents from within the client management area.

• You can store multiple documents against each document type.
• You can filter the list of stored documents by their type.
• You cannot upload files larger than 5mb, so you may need to resize images before uploading them.
• All users can view the shared client documents.
• In order to manage shared client documents, you must be granted access to do so.

Storing a new document

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Shared Documents' section.
4. Once the view has loaded click/press 'New'.
5. Enter the title of the document.
6. Select the document type.
   • This is entirely optional, but it helps keep things organised.
7. Select the file that you wish to upload.
8. Enter any other details.
9. Click/press the 'Save & Close' button.

Updating an existing document

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Shared Documents' section.
4. Once the view has loaded find the document you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a document

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'Advanced' button near the top left.
3. Click/press the 'View' button under the 'Shared Documents' section.
4. Once the view has loaded find the document you wish to delete.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted, click/press the 'Delete' button on the confirmation dialog.