Contracts, violation reports, program participation summaries, payment schedules–the list of important documentation you have for each client can be a long one. With the Documents module, you have the ability to upload, store and even send and display important program Documents for each client from any device.

Partner Customizable Settings & Features:

  • Manually title or allow the system to create a title for you
  • Editable description of Documents for easy searching
  • Selectable Document Type for categorizing Documents quickly
  • Allow Client view access
  • Allow Agency view access
  • Email Document to supervising Agent with customized email message

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