Client Paperwork

Paperwork can be issued to clients, based on templates you've designed. The processing of paperwork can involve the client, or can be filled entirely by the provider.

Each paperwork item represents a specific instance as relates to a client, keeping track of its own  optional customizations, responses and status.

Articles

• Processing Client Paperwork
• Paperwork Actions

Where to Find It

Existing client paperwork items can be found in the following areas:

• The Paperwork page under the Clients main area

• A client journey's Paperwork tab