To complete a document in a client's file:

  1. Click on the "clients" tab and choose the one to send the document to;

  2. From the "summary" tab (by default), the interventions are at the top right of the page;

  3. 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.

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