Uploading Documents to a Client's Record

Uploading Documents to a Client's Record

Uploading Documents to a Client's Record

Step 1

Click on the "hamburger" to open the sidebar navigation menu an​d click "Clients" to access your list of clients.

Manage Clients View

Step 2

Click on the Files tab and then click the "Upload Documents" button.

Files Tab & Upload Documents Button

Once you have uploaded files to a client's record, you will be able to review them by clicking on them in this view.

Client Has Work Opportunity Tax Credit Form Uploaded To His Record

Step 3

Locate the file using your files system browser window on your machine. Once you have found the file you would like to upload click the "Open" button (Windows Operating System). This will save the file to the client's record.

Example of Windows File System Browser Button

Step 4

To view the file double click the file in the window.

Example Of Reviewing Client File Upload


    • Related Articles

    • Uploading Documents to a Client's Record

      Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients.       Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...

    • Client List View Overview

      Client List View Overview ARMS Client List View Elements - 1 & 2  Active/Inactive Clients Tab Click on the Active Clients tab once to display only the clients who are currently active in a program. Click on the Inactive Clients tab once to display ...

    • Adding & Deleting Client Notes

      Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...

    • Explaining the Client Portal

      What is the purpose of the client portal? What exactly are you able to do in the client portal? This video explains all of this for clinicians and for clients who want to learn more.

    • Checking Off Client Goals and Navigational Support

      This video helps navigators of My Recovery Plan check off goals for their clients and how to use the navigational support function of the system.