03. Uploading Client Documents

Overview

This article will instruct users on how to upload a document or take a picture of a document to the Client Files section of a client record.

More About This — Further important information is found in this section.
Details — Specific details and/or step-by-step workflows will be described in this section.
Video — Any relevant videos will be posted in this section.

More About This

Case managers often assist clients with gathering documents they may need to qualify for housing, for example: a birth certificate, driver's license, state ID, Social Security card, passport, military service documentation, proof of benefits, financial statement, disability documentation, immunization record, etc.

Details

Client Files

Navigate to the Clients workspace, expand the Profile folder in the menu group, and select the Client Files option:

On the Client Files form, click the Add File button on the right:

On the Client File form, complete the following fields:
1. Document Name: Fill in a brief descriptive title of the file you are adding to the client record.
2. File: Click Choose File to upload a file from your device, OR click on the camera icon to take a picture of a document using your device:

Select the Restriction level based on whether or not the document being added should be shared statewide, or only within your Organization.
Once finished, click the Save button and return to the list of completed Client Files.

Document Check

Please check back as we roll-out this feature in the future.

Video

Under construction, coming soon!