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  3. Sandata Agency Management
  4. Client
  5. 02-Client Profile Screen
  6. 06-Documents

Document Selector Window

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Document Selector Window

The Document Selector window is used to select ARIES documentation to be added to a client’s admission.

Field

Description

Name

Use this field to select which type of document to attach to the Client Profile.

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Articles in this section

  • Documents
  • Document Selector Window
  • Attaching a Client Document to the Client Profile
  • Viewing an Attachment on the Client Profile
  • Removing an Attachment from the Client Profile
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