This feature enables you to upload any kind of client-related documents on the client’s profile page and save it for future reference. e.g. Par-q form, address proof, identity card.
Search the client by their contact number, name, email id, client id, or by national id in the Omni search.
On this page, you will find the list of all the forms created earlier. To upload a new form you can click on the Create New button at the right side of the form name. e.g. As shown in the above screenshot. You can see the form name as photo id and create a new option next to it. When you click on the create new option you’ll get a pop-up on the screen to upload the document as shown in the below screenshot.
Finally, add follow up as per your requirement by filling up all the required fields. e.g. If you’re uploading a body measurement form of a client. Then you like to create a future follow up for the next body measurement form to be filled. So this follow-up would remind you of the measurement form as per the future follow the update.
1. Why is it required to upload forms?
Ans: Uploaded forms are mandatory. In case if you’ve opted for the photo id, address forms in campaign configuration.