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Overview

Use Documents in a Client record to keep approved records and supporting material organized for review. The workspace helps you open documents, find them with search and filters, organize folders, and continue related work. The Documents tab showing folders, search, table columns, sorting, and filters. Search and table controls help you locate Client documents quickly.

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Work with documents

1

Confirm the Client

Make sure you are in the correct Client record before uploading or changing a document.
2

Upload approved records

Add the records your organization is authorized to process.
3

Wait for processing

Review the visible processing status before relying on any AI-assisted outputs or document-derived information.
4

Find and review

Use search, filters, sorting, and available columns to locate a document, then open it and review the source.
5

Organize and continue work

Use folders and document notes where available. You can also create a Task linked to selected document or documents, or bulk download selected material.
Where available, review Client visibility before sharing a document through the Client experience. Use current C-File controls only when they are relevant to the Client’s workflow.

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Best practices

  • Use clear organization conventions for folders, notes, and tags.
  • Review the original document before relying on summaries, suggestions, or extracted information.
  • Keep Client visibility and document selection intentional when sharing or downloading records.

Conditions

Review condition context from Client records.

Tasks

Track a document-related follow-up task.