Documents

Document allows Case Managers to upload copies of documents relevant to participants.

• Login with your credentials.
• Click the Client menu option.
• Click the Profiles menu option.
• Enter Client name in Search Box
• Click Search
• Click Edit on the matched record listed
• Click Document ab
• Client : Auto-filled to the name of Client whose record is open.
• Click Upload button
• Upload screen displays
  • Enter Name:  name that you want to store the document with
  • Enter Description: a description for the document that you are uploading
  • Click Choose button
  • Navigate, find, and upload document
  • Uploaded documents appear below the Choose button
  • Repeat above steps to find more documents and attach them to record
• Click Save