Document manager is a system used to store, share, track, and manage files and documents against client records. Within a client record, a Files tab is available where you can create folders and add documents related to that client. In each folder, you can drag and drop files or use the Click to select file option to upload files from your device.
Access levels
The level of access for document manager depends on the roles assigned to the user when the Client Manager application was added to their profile.
Role | Permissions |
Read Only | Preview and download files. |
Standard | Preview, download, and upload new files. |
Data Protection | Preview, download, upload, and remove files. |