1. Select the Client Menu.
2. Select 
for the client you wish to share documents with.
3. Select the Docs & Dates tab at the top.
4. Click 
to add a document type.
5. A pop up will appear for you to either select a "Packet" which will add multiple document types at once or an individual document. You can also enter a completed date, expiration date, and/or comments and select "Update".
6. An "Overview" pop up box will appear. Listed will be the defaulted settings for each document type you created. If you wish to alter settings for this specific client, you can check or uncheck the boxes. Click "Approve" once finished.
7. The Docs & Dates tab will appear again. The documents added will be listed under "Client Document Types" and under "Shared Documents".
8. In the "Client Document Types" (top section) there are icons that can perform different actions next to each document type.
- Pencil: use to edit the completed date, expiration date, and comments.
- Trashcan: use to delete the document type
- Paperclip: use to add new files to the document type folder (see below). The pencil icon under "Work with existing files" can be used to enable or disable sharing or signature requirements "on-the-fly".
9. Under "Shared Documents" (bottom section) the following columns will be displayed:
- Document Type: name of document type
- Document: name of document.
- Status: sent to client,
- Comments: any other notes.
- Signature Required: will be checked for yes and unchecked for no.
- Sent On: date document was sent to client.
- Last Update: date document was last updated.
- Updated By: who last updated the document.
The icons on the left of the document type will do the following:
- Magnifying glass: use to view the document sent to the client.
- Bell: use to remind the client to either sign or view the document.
- Pencil: use to edit the title of the document, or modify the documents view and sign settings. "on-the-fly".
- Trashcan: use to delete the document.
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