The client document description is a set document name that falls across multiple client profiles. This is created in a way to ensure consistency across your system for naming documents that Members can see.
For example, the below image highlights two types of documents that fall under the document type of Facility Orientation.
These are 'Policies and Procedures' and 'Parking and Map Instructions'
To add a new client document description
1. Select Masters > Client Masters > Client Documents
2. Select the arrow next to the document type you would like to expand
3. Select 'Add New Client Documents' under the document type
4. Define the new Document Description
5. Click on the green tick to save
To edit a document description
1. Select Masters > Client Masters > Client Documents
2. Select the arrow against the document type you wish to expand.
3. Select the pencil next to the document description you wish to edit.
4. Update the require fields and select the green tick to save
