How to Add a Document

Step 1: Click on “Documents” tab on the top menu:

Step 2: Click on green plus icon on the “Manage Documents” screen

Step 3: Enter required details on Add Document screen. Bold labels are mandatory fields. Click Save to save the document and click on Save & Add Document to save this document and add the new one

Notes:

• If “Internal” checkbox is selected, then the document will be displayed for the staff, not to the client