Client Master - Client Documents

The client document type is similar to a document folder and is used to catergorise your client documents for easy organisation.

To add a new client document type:

Select Masters > Client Masters > Client Documents.

Select 'Add New Client Documents'.

Name the new Document Type (think of it as a category to group similar documents).

Click on the green tick to save.

To edit a document type:

Select Masters > Client Masters > Client Documents.

Select the Pencil against the document type you wish to edit.

Update the required fields and select the green tick to save.

To edit a document type description:

The client document description is a set document name that falls across multiple client profiles. This is created in a way to ensure consistency across your system for naming documents that Members can see.

For example, the below image highlights two types of documents that fall under the document type of Facility Orientation. These are 'Policies and Procedures' and 'Parking and Map Instructions'.

To add a new client document description:

Select Masters > Client Masters > Client Documents.

Select the arrow next to the document type you would like to expand.

Select 'Add New Client Documents' under the document type.

Name the document in the Document Description.

Click on the green tick to save.

Where do these flow through to?

Once defined, these documents can then be added against all clients in the Documents section of the Client Card:These are then visible to members via the app when 'Show to Members?' is set to YES. This can be used to provide invaluable information to staff members, such as the location of parking/induction requirements/timesheet instructions.