Documents For Review
When you click on “Docs” on the ProClient Dashboard, you’ll be taken to Documents For Review. This shows a tabled list of all uploaded documents still waiting for review.
If there are none, you will see the message: “No available documents for review”
Finding a Document
You can use the search bar to quickly search for a document. The uploaded files are listed by client, document title, and tags.
Action buttons allow you to quickly perform certain functions, including file downloading and deletion. You can also mark a document with “Review Done.” This will remove it from Documents For Review.
Clicking on a client name will take you to that client’s ProClient CRM profile entry.
Clicking on a document title will open a pop-up window where you can preview the document contents.
Article is closed for comments.