How do I add a program related document so it appears in the Client Portal

This article will explain how you can add a document to a Program so it appears in the Client Portal.

• Access Programs via the Programs & Activities section of the Resources menu.

• Select a program by clicking on its ID.

• Click Edit.

• Add a document to the program by clicking on the '+' in the Client Documents panel.

• Enter a New Client Document Name, Description, and check the Client Approval Required box if a signature is required.

• Click Save when completed.

The Client Documents will appear in the panel.

• Click Save to add the documents to the program.

After an Account has been added to the program...

These documents will appear on the Client Portal when you click on the
program name, in the My Programs panel.

• Click on the Program Name to view the Client Documents.