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.
- 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.