The Employee - Documents tab displays all document for the specific employee.
When displaying, opening, and working with documents in the Employee - Documents tab, the list is used in the same way as a client's Documents list. Refer to the section Using the Documents Lists.
Note: Employee documents and tasks can only be viewed on an individual Employee workspace and are not visible in the Practice - Documents or Tasks List.
The Employee - Documents tab displays as follows.
Create an Employee Document
Employee Documents are created directly from the Employee Workspace when viewing a specific employee. Click the + Create button to select a Document Type.
Refer to Creating Employee Documents
Display Document Drawer
Click a document in the list to display the Document Toolbar on the right-hand side. The Drawer gives a focused view of all of the information, functions, and features available for that document.
The sections and options that are included in the Drawer, and how they are used, vary depending on the type of document and whether you are creating the document or looking at an existing one. There may also be different options available depending on the selections you have made (such as once an Employee or Cabinet has been selected).
The Email Thread icon is used in Lists when the Hide Threads option is enabled and the underlying emails are hidden (you will only see the most recent email). The Threads icon appears to the right of the list. Refer to Managing Document and Email Threads.
In the Email Drawer, click the Thread section to view all emails in the thread.