Using Client Audit with Documents

This article will demonstrate how to review which clients have received a Document and will also allow you to send a Document to all clients.

***Trainer Note - This feature does not allow use of client categories to send Documents to specific clients.

***Trainer Note - You must use Document History to determine if any emailed Documents have been accepted.

Select Audit Clients from the Client tab.

Select Documents.

If multiple items have been added to Documents, select the desired Document from the menu. Select the Find Clients button to review a list of clients that have not received the selected document.

Select Find Clients to review a list of clients that have not received this Document.

Select the checkbox next to View Client to send the documents to all clients or you can select any of the checkboxes next to the individual client to send the document to specific clients only.

Select Email Document to send the Document to those clients.