Client Level Documents

This feature allows users to create Client specific documents to be access from the Client's account.

Select from the menu bar in CollectMax.

Select from the list to bring up the Master Document Screen.

Click the button.

• Select Client Letter from the list in the Document Style Field.
• Select the Default Printer from the list.
• Enter a Document code Name.
• Enter the Description of the Document.

Click the button to bring up the selected word processor and create the document.

This document will appear on the client's account under the button.