Manually Add a Document to a Client or Candidate

1. From the Admin Tab in a selected Client or Candidate, scroll to the second table and select Documents.

2. Directly below is a dropdown that shares access to every document template created. Select the Document to be added to the profile.

3. Select Add.

4. That document is now available in the Document section of that client or candidate.

Now It's Your Turn. Try it out.

Go into a client or candidate and add a document. To check your work, select the profile tab and scroll down to documents to see that it is now attached.

Admin can never sign a document on a client or candidate's behalf.

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Help center

Help center

Manually Add a Document to a Client or Candidate

Many documents are often standardly available to clients and candidates, however, other times a specific document needs to be shared with a specific user, these can be added manually.

Now It's Your Turn. Try it out.