Creating a document

Each new document is created for a client and so first you must find the client that needs the document.

1. You must click on the 'Client Management' button to the left of the dashboard.

2. Once you have found the client record, click on them to open their client profile.

3. Select the Add Document button on the right.

4. Select the required document type from the menu, add a Matter Reference, then confirm capacity. Once complete please click confirm to go the questionnaire.

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