Adding documents for a customer through Check In

If a member has signed a paper document you can add it to the customer account without leaving the Check In window.

  1. To get started, click Check In to launch the Check In window.
  2. Enter the name or barcode for the customer in the Lookup field.
  3. Once you’ve selected the customer their profile will display on the screen. Click the More button and select Documents.
  4. Scan the document or add the file. It will be automatically assigned to the customer, but you will still need to select the document type.
  5. Click Close to save.

 

 

 

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