After a client renews their registration, a Customer Service Representative–or CSR–should generate and download the client's Confirmation of Registration Renewal document for internal recordkeeping.
Required permission(s): client_read, client_update
- In the Clients module, select a client with a recently renewed registration. This opens the Client's Profile.
- Scroll down to the Documents section and click Generate. This opens a menu of options.
- Select Registration Renewal to generate a Confirmation of Registration Renewal document. The new document will appear in the table in the Documents section.
- Click Download to download the document in PDF format.