This task manages the process of adding the Appraisal client for the Appraisal that was submitted for review.

1. To access the task, Select the actions button to the left of the record and select Edit. 

2. Select the blue Add button in the bottom right hand corner of the page 

3. On the Contact screen you can select the file to be uploaded and enter the parameters. Enter the clients contact information as shown in the contact form below. Note that the Contact Role must be set to Appraisal Client to complete the task.

4. Select the green Save button

5. User will be taken to the Contact tab. Select the Overview tab to see that the task is complete