Client documents and applications help staff keep supporting materials connected to the client record.

Client Documents

The Documents area stores files associated with the client. Use it for client-level materials that are not specific to a property, loan, or work plan.

Examples may include:

• Intake forms
• Identification documents
• Income documentation
• Eligibility support
• Client correspondence
• General case documentation

Opening Client Documents

From a client record, open the Documents tab to view client-level documents. The client list may also show a document badge so staff can see whether documents have been uploaded.

When to Use Client Documents vs Related Record Documents

Use client documents for materials that apply to the client or household overall.

Use related record documents when the material belongs more specifically to another area:

• Property documents for property-specific files
• Loan documents for loan support
• Work plan documents for rehab scope or contractor files
• Work item photos and documents for construction line item evidence

Client Applications