Documents For Review
After logging in to the ProClient system, click on “Docs” on the header menu. This will take you to Documents For Review.
You will see a table that lists the documents you have permission to access.
Click on the dropdown menu in the “Display __ documents” line underneath the table. You can change the number of documents to be displayed on the page. The options are 10, 25, 50, 100 or All.
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 assigned to the document. In this column, you will also see a plus sign icon. Click on this icon to add a new tag.
"Actions" displays 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. For more help, go to: CRM Guide
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.
Documents For Review functions as a collection of actionable items. Once you have checked and approved a document, you can remove it from the actionable items by clicking on "Review Done" beside that document listing.
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