Documents

It's possible to upload files for staff and clients to download through their dashboard. This can come in handy if you have staff sign a contract agreement or if you use a vet release form for clients. You can access the document section for staff in Staff -> Documents and for clients in Clients -> Documents.

Global Documents

Global Documents are documents that you upload once and are available to all of your clients or staff. The documents can be accessed and downloaded through the client portal or the staff's dashboard. 

Client Documents under the Global Documents tab with an arrow pointing to the button to find and upload documents

You can also delete any global document that has been uploaded by selecting the "Delete Document" text.

Uploading Document For Staff Or Client

It's possible to upload a document for a specific client or staff by going to their profile view and selecting the "Docs" tab. This will only be accessible for that staff/client. 

Client profile under the Docs tab with an arrow pointing to the button to find and upload a document for an individual client

Document Accessibility

Client documents can be downloaded by the client themselves of any staff member who has access to the client's profile. Staff documents can be downloaded by the staff member themselves and any admins or any office managers who have access to the staff member's profile.

Note: While you can upload any forms for your clients and staff to download in Documents, the only agreement that can be e-signed in Time To Pet is the Portal Policy. You can read more about this feature here: Portal Policy

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