Sentences with phrase «clients upload documents»

While this works, you can sometimes save a step, and have clients upload documents directly into your NetDocuments.

Clients upload documents to the server, where they search for information and download it sorted according to their preferences.

If you or your client uploads documents to the portal, CosmoLex sends an instant email notification, so there is never any question as to when you communicated with a client or what information you exchanged.

Not exact matches

To make applying quicker, you can use Cornerstone's Client Portal to upload documents to your online account.

Withdrawal of funds is only available to clients who have uploaded their identification documents and their trading account approved.

To receive this bonus a client should register a trading account and upload the scan of the ID documents in the client cabinet.

The platform includes unlimited storage for client documents that you upload, such as pay stubs, tax forms, credit reports and the like.

A client portal for sharing documents with clients and having them upload documents of their own.

Box also lets you add an embeddable upload widget allowing clients and other third - parties to upload documents at their convenience.

As an alternative, many email service providers (including eLawMarketing) offer «document libraries» to which clients can upload a file and generate a permanent URL where the file will be hosted.

Any of these documents can be uploaded to the client's vault as attachments.

Here, the lawyer can either review a document their client made on Rocket Lawyer, or, upload their own document and share it in a secure account.

As I noted, the site encourages potential clients to upload documents related to their claims.

A VLO provides attorneys and clients with the ability to securely discuss matters online, download and upload documents for review and to handle other business transactions in a secure digital environment.

DocFox is available online or can be integrated within existing systems, and users can also upload digital photographs or scanned images of documents from smartphones and tablets, allowing remote verification of clients.

Clients can upload new documents to their matter files and even add notes to the documents.

This will allow you and your client to upload documents, share events, and communicate in a single, secure location.

When the client returns the edited document, the user checks the document in and uploads the client's edits with versioning.

• Introduce client portals that allow for online, interactive client collaboration where clients can view case information, pay bills, and upload documents.

Clients can scan and upload documents directly to their matter using the document scan feature.

Clients will be able to upload documents to their account through the app so documents are stored in their Clio account.

Via MyCase, we share file materials, documentary evidence, and draft documents, thus saving my clients the time it used to take to scan, email, upload, download, and process each file individually.

Attorneys can upload documents for the client to review and schedule meetings with the client that are visible in real time through the lawyer's native smartphone app.

We also cut down on unnecessary time by providing clients with a mechanism to upload documents strait to the attorney.

We believe that there's no reason a client should complain about communication with their attorney and we've set out to create an app that lowers any barrier to the communication obstacles we face in our practice by creating a native app that provides clients with the opportunity to communicate with you, view and upload documents, view their case calendar, and view and pay their bill, all within an easy to use app right on their smart phone.

Clients can now utilize their smart phone to follow their case, check dates, upload documents, and review and pay their bill using a native app that is seamless and easy to use.

Once you've uploaded your document template, click on Documents - > Documents and navigate to the client, matter and folder where you'd like to store this new document.

Your Firm App improves on each area by providing dynamic communication and real time uploading of the documents that matter to both attorney and client.

• Knowledge base with end - to - end application process templates • Safely and securely upload and store client documents utilizing INSZoom's Digital Document Storage.

And, you can allow clients to upload documents that you would rather be sent securely rather than as email attachments.

Why not make it easy for your clients to scan and upload multi-page documents, share photos and pay their invoices directly through their mobile device?

You can eliminate the time it takes to coordinate your schedule with the client's by uploading their documents to the client portal and sending them an encrypted email.

And, just like your clients, your contacts can upload or download documents and can communicate with you about the case in a secure online environment.

Companies like Adobe Echosign, DocuSign and RightSignature make it easy to upload documents, mark required fields and signature blocks, send to signers and reviewers, and ultimately allowing you and clients to «sign» electronic document with a mouse or stylus similar to signing for an express package from UPS or FedEx.

All leads and clients in one place, scan and upload policies and other documents.

Responsible for uploading documents and performing internal audit functions to ensure all required documents and data are uploaded to the client shared system during course of project and prior to closing out project.

Upon purchasing any services, you must create a client profile and upload any relevant documents, including a current resume, KSAs, ECQs, a vacancy announcement and other documents that will help us understand your job search objectives.

Drive to client site, obtain medical charts and information requested, and scan and upload documents.

Administering medication Answering telephones Appointment booking Assisting patients Changing dressings Clinical assistance Clinical care Cost savings Data collection Data entry Effective questioning Email handling Giving injections Greeting patients Handling correspondence Healthcare plans Hospital procedures Insurance procedures Issue resolution Laboratory testing Managing client invoices Managing emails Managing expectations Managing objections Medical billing Medical documents Medical terminology Medical vocabulary Office practices Patient education Patient forms Patient interaction Patient registration Patient statements Patient support Patient tracking Pharmacology Practice management Preparing specimens Preventive medical services Reception duties Reducing no - shows Regulatory impacts Resolving problems Scheduling appointments Staff administration Telephone etiquette Taking electrocardiograms Taking messages Taking X-rays Removing sutures Uploading documents

IT Technician — Professional Highlights Serve as information technology technician and manager ensuring effective operations Train junior IT personnel in hardware, software, and networking troubleshooting Install, configure, and troubleshoot Windows and Mac applications Perform a variety of sales, customer service, and administrative duties Responsible for calling and retrieving medical records and other legal documents Obtain billing, medical, insurance, and employment records from medical facilities Participate in online legal interface with attorneys, paralegals, and clients Upload medical records to share drive and record results in excel database Consistently exceed computer and extended warranty sales goals Provide superior customer resulting in client satisfaction, repeat business, and referrals Perform all duties with positivity, professionalism, and integrity

Clients go to my website and can upload all their documents via a secure network.