If a client's fishing license is showing as incomplete, you can add it directly from the desktop. This is done from the trip detail view.
How to add a client's fishing license
From the Trip Calendar, click on the trip and select View Trip Detail.
Under Manage Trip by Day, select the relevant day.
Scroll down to find the trip. Clients are listed in the client section below the trip details.
In the document column next to the client's name, click the red Incomplete to open their task list.
Upload the fishing license — photo upload or manual entry (ALS number, dates, address, town, state) both work.
Save. The license will apply to that client for all days on the trip.
Tip: If the client has fished with you before, check for a previously saved license before uploading a new one. You may be able to reuse it without any additional steps.