- Client Level
- What is the Client Level?
- Client Level Overview
- Creating a Client Level Workflow
- Linking Fields to a Global Dossier Page
- Creating the Workflow
- Loading the Workflow
- Running the Workflow
- File System Documents
- Creating a File System Document
- Filtering General Documents
- Previewing a Document
- File System Folders
- Creating a New Folder
- Creating Sub-Folders
- Saving a Document into a Folder
- Document Options
- Adding Items to the File System
- Uploading Items
- Saving Notes
- Editing File System Items
- Checking Out Items
- Checking In Items
- The Item Details Panel
- File System Item Options
- Previewing Items
- Downloading Items
- Emailing Items
- Deleting Items
Client Level & File System
Recommended for Case Workers and Managers
Delivered online via video conference
Duration is 90 minutes
About this course