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