When you scan or associate a file with a client, the View Screen you are using is very important.  When you are looking at a View Client With .... screen, the scan will go on the list under the View Client With Files Tab.

When you are Viewing an Investment or Account, the scan will automatically be placed on the View Account With Files Tab for that particular account.

When you are Viewing a Policy or Coverage, the scan will automatically be placed on the View Policy With Files Tab.

File Perspectives

On the View Client Screen, you can look at all of the scans, no matter which product they are associated with.  Or, you can look at just the Investment or Insurance Scans

 

Insurance Scans Based On Policy Owner

When you associate a scan with a policy, it is associated with the OWNER of the policy.  On the Screen Above, if the contact name viewed is not the policy owner, the scan will not appear on the View Client Screen.  However, if you navigate to the View Policy Screen for the Insured (who is not the owner) you will be able to view the scan for that policy.

See Also

How To Backup