Click the “Docs” icon beside an RP Management System profile to open the client's online document list (Figure 23a). In this screen you will Delete, Edit, View/Print, Email, and Attach (a document to a line item in a statement).
 Figure 23a |
Edit a document’s subject/description. (Figure 23b)
 Figure 23b |
View and/or Print a document. (Figure 23c)
 Figure 23c |
You may also click “Search Again” to use the document “Lookup” feature to locate a particular file. (Figure 23d)
 Figure 23d |
Attach a document to a line item of the client's active statement. (Figure 23e)
 Figure 23e |
Email: Documents of type .htm and .txt can be emailed to a client.
Please refer to the “Working with Documents: Adding Documents” section of this guide for more information about uploading documents.