Breadcrumbs

Viewing client/contact documents

The Documents tab on Client and Contact pages can be used to view and search for documents added and/or linked to a client or contact.

 

To view documents added/linked to a client from the Client/Contacts page > Documents tab

  1. Click the Contacts button on the toolbar. The Find Client page opens.

  2. Find the required client or contact. The Client or Contact page opens.

  3. Click the Documents tab. The documents for the client or contact are displayed. By default, only documents for last 18 months are displayed.

To view client/contact documents, selected by author, using the Documents tab

  1. Navigate to the Client or Contact page > Documents tab. The documents for the client or contact are displayed. By default, only documents for last 18 months are displayed.

  2. Click the cell under the Author column heading and select the required author from the Author/Employee drop-down list. The results list is updated to list only those documents created by the selected author.

To view client/contact documents, selected by author, using the Find Documents page

  1. Click the Documents button on the toolbar. The Find Documents page opens.

  2. Click the cell below the Author column heading and select the required author from the Author/Employee drop-down list. The results list is updated to list only those documents created by the selected author.