Navigation: Client Administration > Search for an Existing Client > Edit Client > Take Picture

This guide explains how to use the built-in function to capture a photo of a client and save it directly to their profile.

Video Tutorial

• For a visual guide on how to take and save a photo of a client, watch the video link - https://www.youtube.com/watch?v=kv18f1LwHQI

Overview

This feature allows you to take a live photo of your client using a connected camera. The saved image is date and time-stamped and can be configured to appear on documents such as the loan agreement.

Before You Begin: Prerequisites

• User Permissions: To use this feature, your user profile must be assigned the Client: MaxMedia Take Client Picture role by a System Administrator.
• Hardware: Your computer must have a built-in camera, or a compatible external webcam must be correctly connected and set up.

Step-by-Step Guide

1. Navigate to the Take Picture Screen:

   • Find the client using the main search function and open their profile by clicking Edit Client.
   • Go to the Take Picture tab.

2. Select and Enable the Camera:

   • From the dropdown list, choose the camera you wish to use.
   • Your browser will likely ask for permission to use the camera. You must click Allow to proceed.
   • A live video feed from the camera will appear in the "Video Live" box.

3. Capture the Image:

   • Position the client so their face is clearly visible in the "Video Live" box.
   • Click the Snapshot button.
   • The captured image will appear in the "Video Picture" box for you to review.

4. Save the Photo:

   • If you are satisfied with the picture, click the Save Image button.
   • The photo will be saved to the client's profile.

Viewing the Saved Photo

After the image has been saved, you can view it at any time by navigating to the client's General tab.