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
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.
Other Actions
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.
