Document Check Management
ClientTrack System Administration Guide
Written by April Lockett
Updated at October 2nd, 2023
Document Checklists are utilized in ClientTrack to define a set of requirements. Document Checklists are commonly used to gauge eligibility for a Program or Service and verify that a client has agreed to or submitted certain signed forms.
Navigation
Document Checklists are managed through the Document Check functionality by going to the Home Workspace, Global Administration Menu Group, followed by the System Administration Menu Group, then expanding the Document Check Menu Option, and selecting the necessary Menu Option.
Introduction to Document Checklists
Document Checklists use Verification Items, Acceptable Types, and Storage Types to create a list of documents for front-end Users to record what a client has or does not have during an interaction.
Navigation
Document Checklists are managed by going to the Home Workspace, Global Administration Menu Group, then the System Administration Menu Group, and expanding the Document Check Menu Option and selecting Document Checklist.
