Client documents

The Documents tab keeps generated meeting documents and files uploaded to the client record in one place.

Document types

Generated documents are outputs created from a meeting, such as a review letter or suitability report. Uploaded documents are existing client files, such as provider statements, policy documents, or correspondence.

Uploading a document

Select Upload document, then choose a file or drop it into the upload area. TakeNote adds the file to the client record and shows its processing state while it reads the document.

When processing completes, open the document to review the extracted text and data points. If processing fails, use the available retry action after checking the source file.

Reviewing extracted data

TakeNote identifies useful values in an uploaded document and displays confidence information where available. Review each value against the source text before relying on it. You can edit an extracted value when the document uses an unusual label or layout.

Use re-extraction when the source has changed or the first pass does not identify the information correctly.

Tasks and document actions

Where the document contains an actionable commitment or deadline, TakeNote can present task suggestions for review. Confirm the details before adding a task to the client record.

Use the document menu for the actions available on that file, including deletion. Deleting an uploaded document removes it from the client record and does not delete the original file from your own device.