SecWare | How do I setup Client Notes / Documents in SecWare?

  Answer:

• Client Notes / Documents can be used to attach client documents (E.g ID copy, Proof of residence) to their profile in SecWare.
• To open the Client Notes \ Documents screen select the concerned entity from the drop down list in SecWare.  

• In the tree view, select the Client Notes / Documents option. 
• In the Client Notes / Documents dashboard you will be presented with a number tabs and buttons.

• Select the New Note button to add a note.
• The subject field opens up for you to type in it.
• Complete your new note information by filling in the Status, Due date, Description etc as per the screen below.
• Click Save to continue.

• The new note appears on the Notes block at the top of the screen.
• You can add additional notes as required.
• You can use the search function to search for specific notes if your list of notes is lengthy.
• Attachments  can be added to the notes by clicking on the Attachments tab.

• Click Add and Browse for the file you wish to attach for your folder.
• The Note Audit tab allows one to keep track of all the modifications made to a specific note

   Related Articles