Client Master - Client Documents

The client document type is similar to a document folder and is used to categorise your client documents for easy organisation.

To add a new client document type

Select Masters > Client Masters > Client Documents

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Select 'Add New Client Documents'

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Define the new Document Type (think of it as a category to group similar documents)

Click on the green tick to save

To edit a document type

Select Masters > Client Masters > Client Documents

Select the Pencil against the document type you wish to edit.

Update the required fields and select the green tick to save

To edit a document type descriptions

The client document description is a set document name that falls across multiple client profiles. This is created in a way to ensure consistency across your system for naming documents that Members can see.

For example, the below image highlights two types of documents that fall under the document type of Facility Orientation. 

These are ‘Policies and Procedures’ and 'Parking and Map Instructions'

To add a new client document description

Select Masters > Client Masters > Client Documents

Select the arrow next to the document type you would like to expand

Select 'Add New Client Documents' under the document type

Define the new Document Description

Click on the green tick to save

Whatfix Walkthrough-

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