Managing Client Documents

Manage the documents stored against each client from within their client record.

• 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.
• In order to view/manage client documents, you must granted access to do so.
• You can prevent users from accessing the records of clients they are not responsible for.

Storing a new document

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Documents' tab and 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. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Documents' tab and find the contact 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. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Documents' tab and 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.