The very first thing that you need to do with the Digital Documents feature is to turn on your staff’s access to it. A user with the owner’s permission can turn it on for any staff member.
Here’s how you turn this on:
Select the Staff tab from the left menu. Find the name of the staff member to whom you want to give access to the Digital Documents. Then, select the View option.
2. You will be directed to this page. Click the Access tab.
3. Then scroll down until you reach the Digital Documents, then turn the toggle on.
Remember to click the Update User Privileges button after enabling the Digital Documents access to save the changes.
Important Note: Only users with owner permission will be able to turn this on.
Once enabled, the Add Category and Add Document buttons will appear on the Digital Documents page.
When Digital Documents access is disabled, the Add Category and Add Document buttons do not appear on the Digital Documents page.
Giving your staff member access to this feature allows them to create and modify digital documents for your clients.