Save a Document to a Client Record

Save a Document to a Client Record

1. This guide will show you how to save a document to a client record. Begin by visiting the client record you wish to save the document to.
   
2. Once there, click on the ‘Document Viewer’ button, then on “Find”

        

1. In the new window that appears, select the type of document you are trying to add. For this example, we will be adding a PDF, so we will click on “Scan”

1. Durell will present you with a Window, to allow you to navigate to the document you wish to add to the client file. Find the document you are trying to add and then click “Open”

1. A final window will now appear, allowing you to provide the document with a different title for Durell (if you would like) and also the input of other information, such as a date and an adviser. Click “OK” once filled in

1. After clicking “OK”, the document will now be displayed in the client’s Document Viewer