vCita's document sharing features allow you and your clients to send required documents back and forth seamlessly through your account. You can also store the documents you work with most frequently directly in your vCita account, so you have instant access to them.
To get started, open the Documents menu. The main features are described in the table below the diagram.
|1||Add Document||Enables you to add documents to one or more client records.|
|2||Request a Document||Sends an email to one or more clients asking them to forward documents to you. For details, refer to Requesting Documents from Clients.|
|3||Document Status Summary||
Presents a breakdown of document statuses and current storage use. Statuses are:
|4||My Documents||A set of frequently used documents. For more information, refer to Your Customized Documents Library.|
|5||Document Activity History||Presents a record of document handling. For details, refer to Viewing Document Activity (below).|
Viewing Document Activity
The Document Activity History shows a record of documents that you have added to client records and received from clients. The list is broken down by month, with the most recent activity listed first. Each entry shows the document name and status, client name, staff member (if relevant) and activity date.
Clicking a row in the Document Activity History opens the Details page for the relevant document. In addition to displaying more data about the document (such as size and file type), this page provides access to the Client Card and features Delete and Download options. If the status is Internal, the Details page has an option to share the document with the client.
If the status is Incoming or Shared, the View Conversation button appears.
Clicking this button opens the Inbox, with a view of the messages related to the document.