Sky Software
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Documents Client File Tab

On the screen below on the master client file the Documents Tab will allow the storage of an unlimited number of documents.  Documents from within each module  can be stored but can all be seen from the master file. The group and subgroups can be used to sort the documents for easier access. Eg. Tax, Sec, Drs
 Any file type can be attached to the SKY document link and may be opened on the system by selecting the  icon.
 
 
If you click on it it will allow the loading of a new document. You may also delete a document and you may also change the view of a document by clicking on the view icon.  Click on the change view icon   to show the full Particulars about a document.  There is no limit to the number of documents you can store.
 
 
 
Change of screen view
 
On the right hand side of the screen above details of the digital signature status is shown. Notes can also be made next to each document. Click on the notes area to the right of the Data to open the document.
 
8 December 2021