How to Upload a Location Document

To upload a document against a location, follow the below steps:

Ensure that the default Category and Document Type are already created before proceeding. Refer to Client Master - Client Documents.

In the Client section, search for the required client using details such as name or office, and then click Get Details.
From the search results, select the client profile and choose View and Edit Client Details from the right-hand panel.

Quick Links - Clients – Search – Select Client – View or Edit

This action opens the client details page in a new window. Select the Documents tab to continue.
Select Add New Documents.

Client Details – Add New Documents

Select the appropriate Document Type and Document Name from the dropdown lists.
Enter the required document notes and upload the file from your computer.
To make the document visible to members through the mobile app and portal, select the Show to Members checkbox.
Click the green tick icon to save the document.

Add Documents – Add Field Information - Yes

To show the Location documents, enabled the settings under Client Management.

Clients – Search – Select Client – Client Management

Click Configure Client Interface.
In the Workforce App tile, click the up-arrow button to expand the settings.
Enable the Show client location documents to members toggle by setting it to Yes.

Configure Client Interface – Workforce App – Toggle On

In the members app, documents are shown under the following icons when they are selected on a shift.

Member App – Document