Clients
See a client's tasks, documents and forms
Admins & staff
Open a client to see their tasks, the files they uploaded and the forms they submitted.
Where:SidebarClientsClient name
- Select Clients in the sidebar, then select the client.
- On the Tasks tab, find their tasks grouped by status. Enter a task name in Search tasks… to narrow the list, or select a task to open its details.
- Select the Documents tab to see the files they have uploaded. Select a file name, then choose Preview in New Tab or Save to Device if Hydi asks.
- Select the Forms tab to see the forms they have submitted. Select View Submission to read the answers, or Download PDF to save a copy.
Good to know
- A task that is past its due date shows an OVERDUE tag next to its name.
- The Documents tab only shows if your plan allows file uploads, and the Forms tab only shows if your plan includes the Form Library.
- The Forms tab lists forms the client has already submitted, not forms still waiting for them.
Related
- Find a clientSearch your client list, or filter it to the clients who need your attention.
- Send a client a reminder nowSend a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.
- Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
- Download a client's uploadsOpen or save the files a client has uploaded, for one task or across all their tasks.