Complete a document

As a professional you can create a document type intervention and complete it. Its data will go into the client's file.

Written by Mathieu Gagné
Updated over a week ago

To complete a document in a client's file:

Click on the "clients" tab and choose the one to send the document to;
From the "summary" tab (by default), the interventions are at the top right of the page;
Complete a "document" type intervention by choosing the one you want from the list.

To complete it yourself, click on "complete".
To send it to the customer for completion, click on "send to be completed by the customer *.

* In order for the customer to complete the document, the option must have been chosen at the "configuration" step.

Further information

If you want to send a document that is not on the list, you can create it yourself. Click here to find out more.

To learn more about automated document submission, click here.

To find out where to find a document that has been completed, click here.