Skip to main content

Docs Nested Tab

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Docs Nested Tab July 22, 2024 1.0

 

This article was developed to describe the Docs nested tab, found within the Client Dashboard within the Forth CRM.

IMPORTANT
Before you enroll a client, the Gateway Authorization Agreement must be uploaded. It will be visible in the Uploaded Files tab.

This article includes the following topics:

Overview

The Docs nested tab in the Client Dashboard allows you to create and upload PDFs, including those for e-signature in multiple formats such as zip files.

Docs Nested Tab View Jul2024.png

Back to top

Uploading files

  1. From the Client Dashboard, click the Docs tab.
    Docs Nested Tab View Only Jul2024.png
  2. Do one of the following:
    • Click Browse to access the documents on your hard drive > select the file > click Open; or
    • Drag and drop the file into the system.
  3. The Upload File window opens.
    Docs Nested Tab Upload File Dialog Description Jul2024.png
  4. If desired, go to the:
    • Document Category dropdown menu to select a category to organize, filter, and search for this document.
    • Description field to add any additional information you may feel is useful to anyone who may review the document.
    • NOTE: The document's name auto-populates in the Name field at the top left of the dialog box.
  5. Click Upload.
    The document is now located in the Uploaded Files tab in the Client Documents section of the Docs nested tab. Docs_Nested_Tab_Uploaded_Documents_View_Apr2023.png

Back to top

Searching uploaded documents

  1. From the Client Dashboard, click the Docs tab.
  2. Click the Uploaded Files tab.
  3. To narrow your search, you can:
    • click on any of the column headers to sort by: Date Created, File Name, Description, Doc Type, Created By, or by Debt/Creditor; OR
    • you can click on the three lines that appear next to each column header, which opens a search/filter field for you to use (See the example shown below). Uploaded_Files_Filter_by_Column_Options_Apr2023.png

Back to top

Downloading files

  1. From the Client Dashboard, click the Docs tab.
  2. Click Uploaded Files.
  3. Click the ellipses to the right of the document you want to download. From the dropdown menu that appears, select "Download". Uploaded_Files_Ellipses_to_Download.png
  4. The document should appear at the bottom of your screen. Click it to preview it.

Back to top

For more information on generating and sending a PDF for E-Signature, please refer to the Help Center article titled "Generating and Sending Documents for Signature." 

Back to top

 

 

  1. Article Version History: 

    Version Effective Date Description
    Basic 03/31/2021 Initial Release
    0.1 08/17/2022 Minor Updates
    0.2 03/30/2023 Added header and version control footer; refreshed several screenshots to better reflect the current user interface.
    0.3 04/06/2023 Refreshed screenshots and language where appropriate to reflect the Clixsign-specific electronic signature system and the current user interface, including improved search features for uploaded documents.
    0.4 09/28/2023 Removed a broken link in the first screenshot.
    1.0 07/22/2024 Eliminated redundant section and added pointer to another article for details. Refreshed three screenshots to improve readability and made minor grammatical updates.
         
         
         
  2.  
  1.  

Related to

Related articles