This feature enables you to upload any kind of client-related documents on the client’s profile page and save it for future reference. e.g. Par-q form, address proof, identity card.
Search the client by their contact number, name, email id, client id, or by national id in the Omni search.
Click on the Client Forms button as shown above. After clicking on the client forms button you’ll be directed to a new page as shown below.
On this page, you will find the list of all the forms created earlier. To upload a new form you can click on the Create New button at the right side of the form name. e.g. As shown in the above screenshot. You can see the form name as photo id and create a new option next to it. When you click on the create new option you’ll get a pop-up on the screen to upload the document as shown in the below screenshot.
Click on the Upload File to explore the document saved on your computer. Select the file and upload it.
You can also send this document to your client through email. If you want to send an email select Yes, and mention the email address in the column or select No. Note: This feature only works if you’ve opted for email services.
Finally, add follow up as per your requirement by filling up all the required fields. e.g. If you’re uploading a body measurement form of a client. Then you like to create a future follow up for the next body measurement form to be filled. So this follow-up would remind you of the measurement form as per the future follow the update.
Click on the Upload to add the document.
FAQ
1. Why is it required to upload forms?
Ans: Uploaded forms are mandatory. In case if you’ve opted for the photo id, address forms in campaign configuration.