How to Enter Document in application?
Modified on: Fri, 31 Aug, 2018 at 5:26 PM
- There are three way to enter clients documents in application.
- Through Inward – If client send you documents (Through Currier, Personal, FAX, Email or from client login) then this process will follow. Document---->Inward---->new Inward.
- Through Job Summary Page – If any document generate in your office related to client work. Click on particular task on dashboard, You will redirect to particular task’s Job summary page here you will found button “Add Document”. From here you can add any document.
- Through Add document manually page – If you want to add old documents or you want to bypass Inward procedure follow this procedure. Document----->Add Document Manually.
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