Client Files/Folders

WHAT are client files?

Personal Files/Folders
WHAT are Personal Files/Folders? Personal Files are the client's individual files to keep on record (Driver's license, birth certificate, etc). The...
Thu, Apr 25, 2019 at 12:03 PM
Group Files/Folders
WHAT are Group Folders? Global Folders are folders that appear for all clients in the system. Users with Agency Admin access can manage global folders by c...
Thu, Apr 25, 2019 at 12:03 PM