Documents For Review
After logging in to the ProClient system, click on “Docs” on the main menu. This will take you to Documents For Review.
You will see a list of the documents that you have permission to access.
Click on the dropdown menu in the “Display __ documents” line to change the number of entries listed on the page. The options are 10, 25, 50, or 100 visible entries per page.
Each entry shows the Client, Document Title, Tags, and Actions.
"Client" refers to the client account to which the document belongs. "Document Title" shows the filename and file extension of the document.
"Tags" lists the tags that you have attached to the document. In this column, you will also see a plus sign icon. Click on this icon to add a new tag.
"Actions" provides a set of buttons that let you perform certain actions:
- Download - Downloads the document file to your device.
- Delete - Deletes the document file.
- Review done - Removes the file from the “Documents For Review” list. The file can still be viewed from the Document Center in the client’s CRM profile.
Why Use Documents For Review?
Documents For Review lets you quickly check what documents have been uploaded by the client. You can review the listed documents to see whether they are correct and complete. If not, you can request changes and have the client upload the updated version to the Client Portal. This gives you an opportunity to manage the documents that are stored in your account.