Documents

DDC determines what documents should be viewable but each vendor.
When a Vendor accepts a referral, they can see client information and shared documents.
When a Vendor declines a referral they cannot see client information or shared documents.
When DDC terminates a referral, Vendors can no longer see client information and documents.

Document Icons:

Icon	Function
	Click this Icon to share the document with Vendors on a case.
	Click this Icon to revoke sharing of the document with Vendors on a case.
	Click this Icon to Delete a document.

To add a Document:

From the Client Dashboard:

1. Click the Documents tab.

2. Click Add.

3. Click the Case field and click the case for the document.

4. Click the Document Type field and click the type for the document.

5. Click Choose Files.

6. Locate the file on your computer and click the file to upload.

7. Repeat steps 6 & 7 to upload additional documents or click Done.

To share a Document:

From the Client Dashboard:

1. Click the Documents tab.

2. Click the checkbox to the left of the document(s) to share.

3. Click the Share Icon.

4. Click the Vendor(s) to share the document with.

5. Click Save changes. The column Visible to will be updated with the Vendor(s) who can see that document.

To Revoke sharing on a Document:

From the Client Dashboard:

1. Click the Documents tab.

2. Click the Revoke Icon.

3. Click the Vendor(s) to revoke sharing of the document with.

4. Click Save changes. The column Visible to will be updated with the Vendor(s) who can see that document.

To delete a Document:

From the Client Dashboard:

1. Click the Documents tab.

2. Click the Trashcan Icon to delete the document. The document will be removed from the list.