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

Select 'Add New Client Documents'

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

Whatfix Walkthrough-