Document Page

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[[View Interview]]
 
[[View Interview]]
  
[[request Client Interview]]
+
[[Request Client Interview]]
  
 
[[Download Answers]]
 
[[Download Answers]]

Latest revision as of 00:07, 2 February 2012

The purpose of the Documents page is to find or show documents that have been created. It is the hub for managing the documents created from uploaded templates. Documents are created by Firm Users or from a Client Interview.

DocumentPage.png


Document Task Bar

Document Panel

Filtering Documents

Creating a New Document

Documents Edit Page

Documents Edit Task Bar

View Interview

Request Client Interview

Download Answers

Complete Document

Delete Document