Upload client documents
Store documents relating to a specific client including letters, contracts, terms and conditions, documents for signing, and so on. From here, you can download a copy to view, save, archive or send. Uploaded documents can also be made available to client contacts via the client portal.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- On the Documents tab, select Upload.
- Either drag and drop the document where shown or select Choose, then find the required file.
- When prompted, choose whether the document should be available to Practice only users, All client contacts, a Selected contacts only.
If you don't subscribe to IRIS Elements Practice Management, you can only make the document available to your practice or an individual contact.