Digital Docs Access For Vendor Case Managers
This article will guide you on how to grant access for a Vendor Case Manager to view a client's digital documents.
Written by John Christy
Updated over a week ago
Navigate to a client's profile and select 'Digital Docs' from the left menu. If there are documents uploaded, the page will appear as in the screenshot below. Then, click the 'Access Rights' button.
Check the boxes next to the documents you want to grant access for and select 'Yes' from the 'Vendor Access' drop-down. Or, you can check the box to set the entire list as 'Yes'.
Don't forget to hit 'Save!'