Follow

Cannot view my clients document locker

In order to view Service documents use "View Services", to view  Membership documents use "View Memberships". In both cases click on document Locker

EX. In your Shape System
to view Training document

  1. From the quick link button "View Services"
  2. Enter last name starts with "XYZ..."
  3. From the Actions Column - click on "Document Locker"
  4. Click on "Select a Facility Document"
EX. In any system to view a Membership Document
  1. From the quick link button "View Memberships"
  2. Enter last name starts with xxx
  3. From the Actions Column - click on "Document Locker"
  4. Click on "Select Facility Document"
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk