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Two ways to access Client Documents

Two ways to access Client Documents

Owned by Renaldo Figueiredo (Unlicensed)
Last updated: May 14, 2018

You have 2 different points to access the documents for your clients: either via the Client Yellow folder off the Clients Menu or via the Documents menu.
We have already discussed how to access your Client documents from the Yellow folder off the Client Grid, and now we will discuss accessing Client documents from the Documents menu.
When you first access the Documents Menu, the system will display a listing of All Documents you have access to, including client and business folders, ready to be filtered. Should you prefer to browse them through a folder structure, you can expand the hidden folder's menu to find all folders you have access to:

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