Documents, Notes, and Audit on Intake Requests

Documents

Upload and manage documents directly against an Intake Request

• Open an existing Intake Request record
• Click on the Documents tab
• Click [New]

Upload the document and complete the required fields

If you have selected People in the 'Notify' field they will be sent an email notification that a document as been added to the Intake Request record, along with a copy of the document.

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Notes

Note records are used to add internal commentary information

• Open an existing Intake Request record
• Click on the Documents tab
• Click [New]

If you have selected People in the 'Notify' field they will be sent an email notification that a Note has been added to the Intake request record, along with a copy of the document if one has been added.

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Audit Trail

Every action on an Intake Request is recorded, including:

• Creation
• Field updates
• Status changes
• Assignment changes
• Delete, archive, and restore actions

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