Document manager is a computerised system used to store, share, track, and manage files or documents.
In client manager, open a client record, and there will now be a files tab. Under this tab, you can create folders and add documents related to the specified client. In each folder, you can drag and drop files or use the click to select file function to add files from your device.
The level of access for document manager depends on the assigned roles the user was given when the client manager application was added to their profile. Those roles are as follows:
Read Only - will allow preview and download only.
Standard - will allow preview, download, and the ability to upload new files.
Data Protection - will allow preview, download, upload, and the ability to remove files.