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home/Knowledge Base/CONTRACTOR MODULE/Internal Client Documents
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Internal Client Documents

September 8, 2020

Internal client documents are for internal purposes only, your contractors can not see them.

STEP BY STEP:

Complete a search for the contractor you want to add Internal Client Documents against.

  • CLICK on VIEW icon next to the contractor name.
  • Go to the Internal Document Section.
  • Click on ADD NEW.
  • Enter the Document Title.
  • Select the Document Category.
  • Upload the relevant document.
  • Click Save.

 

NOTE: Only Users with Admin or Editor Permissions can add documents and the contractor CAN NOT see these documents

 

CATEGORIES:

There are standard Document Categories in the system, if you want additional categories specific to your business please raise a ticket via the support link within the system and list out the new categories you want added.  These new categories are only visible to you, not all clients.

 

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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee