TouchPoint Document Management service gives a client the ability to take a photo of a document and upload the image of the document to the app, and then share that image with the officer or agent on the TouchPoint Optix platform. Once shared, as the officer, you can view the image.
Any active client can be enabled for this service. Some of the benefits include:
- Images can be viewed by all agents that have access to the client, thereby improving caseload management.
- Once a shared image is viewed by an officer in Optix, a date stamp is displayed next to the image.
- The Document Capture screen within the client’s TouchPoint app displays a date stamp for all uploaded and shared document images.
Enable Document Management
Start by navigating to the Clients tab in Optix.
- Select the +Add TouchPoint Client button and complete the setup process. For help, visit Add a TouchPoint Client.
- If your client is already an active TouchPoint participant, select their name from the list on the Clients tab in Optix.
- Locate the Edit link in the Document Management section.
- Toggle the button from Disabled to Enabled.
- Click the Save Changes button.
- Instruct the client to download the TouchPoint app on their smartphone. For help, view Client Instructions video and document.
Optix Clients page (click to enlarge)
TouchPoint Client Profile page (click to enlarge)
TouchPoint Client Profile (click to enlarge)
A Documents tab is now displayed at the top of the client’s Profile page.
TouchPoint Client Profile page (click to enlarge)
To disable the Document Management service for the client, select the Edit link and toggle the button from Enabled to Disabled.