| Question / Issue |
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| I cannot seem to attach documents to the client file. Please let me know where I need to go to do this, or where I need to look to find out how to do this. Thanks. |
| Answer / Solution |
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From the client Policy Summary Screen, click on Images/Scan Document.
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Double click on <Add New Image/File>.
- Browse to the location of the file.
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Highlight the file and click Open.
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In the Attach New Image/File box that will come up, type in the description for the image.
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Your document name will then display in the Description box on the Policy Summary Screen.
See the attachment for the screen views of the above steps
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FAQ ID # 122
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