This article describes the features of Documents within Unity® Practice Management and how it can help you manage your cases efficiently.
Overview
The Unity® experience offers an intuitive and seamless document management system
Documents is available from the left toolbar and with the help of templates, forms and BundleDoc it lets you create and manage documentation for all of your cases and clearly organise them for you and you clients
- Documents List
- Templates
- Forms
- BundleDocs
Documents List
This feature contains all of the documents present within your Unity®
Here you can:
- Upload Documents
- Search for Documents
- Bundle them together
- Use Templates
- Add Notes
- Order documents in groups, folders or by label
Templates
Here you use Templates, preview them and Merge them with Cases
Forms
Options here include:
- Use FormEvo to streamline form submissions
- Review recent Forms
- Use the UnityForms portal
- Use the SDLT portal
BundleDocs
Sign into BundleDocs here