MoveClient New - Guide document
- Ana Blagojevic
Introducing the new MoveClient to your company, a suite of simplified online documents with modern features (Customer document request, Customer performance review and Customer Job Inventory) all designed to make the end-user experience more intuitive, accessible, and timesaving that will make end-user experience more intuitive, accessible and timesaving.
To ensure a smooth switch to online document access, please complete the following steps on your end:
Go to Job Types and select the option to add diary actions such as Customer Document Request, Customer Performance Review, or Customer Job Inventory.
For Customer Document Request, include specific diary actions like requesting a passport copy, insurance policy, etc.
When you use the job type creator to select this same job type, the relevant diary actions you added, will automatically appear under the Diary tab for that job.
Customer Document Request
Under Jobs management, go to Diary Tab > Click “Add”> Choose Online Customer Document Request
There are two ways of checking uploaded documents, by double clicking on “comment” field or by accessing active directory.
The document itself can be previewed by clicking the magnifying glass icon.
4. Once the diary action is marked as completed, by clicking the blue “checked” icon, an automatic email that contains the URL link of the document will be prompted.
Customer Performance Review
Under Jobs management, go to Diary Tab > Click “Add”> Choose Online Customer Performance Review
The document itself can be previewed by clicking the magnifying glass icon. Once the diary action is marked as completed, by clicking the blue “checked” icon, an automatic email that contains the URL link of the document will be prompted.
Customer Job Inventory
Under Jobs management, go to Diary Tab > Click “Add”> Choose Online Customer Job Inventory
The document itself can be previewed by clicking the magnifying glass icon. Once the diary action is marked as completed, by clicking the blue “checked” icon, an automatic email that contains the URL link of the document will be prompted.
