Where can I find the Client Checklist?
Article ID
ias-1848
Article Name
Where can I find the Client Checklist?
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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