Client Docs Enablement

Overview

This article covers how to enable Client Docs via the Control Panel.

Enablement Steps

1. Access the Control Panel.
2. While in the Control Panel, select Integrations.
3. Choose Onboarding.
   
   
   
   
4. In the Search bar, enter "client" to narrow the results.
5. Locate the setting Document.Client Onboarding Docs.Enabled and set it to Yes
   
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6. To display the Client Doc fields , go back to the Onboarding application, and press F5 on your keyboard to refresh your browser.
   • Alternatively, you can log out and back in.
7. On Employee and Placement records, you should now see fields for Primary and Secondary contacts in the document tables.
   
   

Additional Resources

• Understanding Completion Workflows
• Assigning Fields to Client Contacts
• Sending Documents to Client Contacts
• Client Docs on the Document List
• Reviewing and Approving Client Docs