Documents
Guides on uploading, organizing, and managing documents within the platform.
- How administrative staff can configure required documents
- How administrative staff can review documents uploaded by RBTs and analysts
- How RBTs and analysts can upload documents to their profiles
- How to add a new document to a client’s profile
- How to add new documents for assistants, analysts, coordinators and staff
- How to create the agency’s folder structure
- How to update an employee’s documents by adding a new version
- How to update client documents by adding a new version
- What reports does ABA Matrix provide and how to export them?