After a client successfully registers with a licence holder through the Seed-to-Sale software, a Customer Service Representative–CSR–should generate and download the client's Confirmation of Registration document for internal recordkeeping.
Required permission(s): client_read, client_update
In the Clients module, select a client. This opens the Client's Profile.
Scroll down to the Documents section and click Generate. This opens a menu of options.
Select Registration Document to generate a Confirmation of Registration document. The new document will appear in the list in the Documents section.
Note: The Confirmation of Registration document will generate only if the client has a completed registration with an Active Prescription.
Click Download to download the document in PDF format.
A CSR can also generate and download a Confirmation of Registration Amendment Document or a Confirmation of Registration Renewal Document.
Generating a Confirmation of Registration document is one of the final steps in the Client Registration process.