Where can I find the Client Checklist?

Article ID

ias-1848

Article Name

Created Date

5th January 2005

Product

Problem

Where can I find the Client Checklist?

Resolution

The Client Checklist is a simple document that can be used to gather and record information on a client. The Client Checklist is located in the main IRIS folder, and it a Microsoft Word document called ‘Client.doc’. To view the New Client Checklist: 1. Open the IRIS main menu. 2. Select: File | Utilities 3. Select: File | Windows Explorer 4. Double click on the file Client.doc

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