You can upload documents in various areas of the application, including a customer, site, system, work order, proposal, and vendor. When adding a new document, a user must select a document type from a drop-down list. The Document Types are entered and maintained in setup (Setup > Other > Document Types).
When uploading a document, saved on the entity that is most logical. For example, customer-related documents should be saved at the customer level, whereas system-related documents should be saved at the system level.
When uploading documents, the file size cannot exceed 150 MB.
To add a Customer Document, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Documents tab. There are two methods for uploading a document:
- Click the Select Files button; the Windows File Explorer opens for you to select one or more documents from the same folder.
- With the Windows File Explorer open to the location of the document(s), drag and drop the file(s) into the gray box to the right of the Select Files button. You can select multiple documents at the same time.
Once uploaded, the documents appear in the grid area.
