Client Setup (ShareNote)
- Add Client E-Signature (ShareNote)
- Why am I receiving an error message when adding a New Client?- FAQ (ShareNote)
- Add a Client Overview (ShareNote)
- Add Collateral Contacts (ShareNote)
- Add New Client (ShareNote)
- Import Clients to ShareNote Community (ShareNote)
- Assign Client(s) to Staff Caseload (ShareNote)
- Check Client Eligibility (ShareNote)
- Reactivate a Client (ShareNote)
- Locate Client ID (ShareNote)
- Discharge a Client (ShareNote)