Customer Documents

Your company has the ability to 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 Doc...

A user may delete a document if they have been granted the appropriate user permissions.      Use caution when deleting a document.  Once the Delete button is clicked, the document is permanently deleted from the database.  No warning or confirma...

To be able to open and view an attached document, you will need to download the file.  The software creates a .pdf file of the selected document.  Once downloaded you may open the .pdf file for viewing.  To download a Customer Document, you must fi...

To edit a Customer Document, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and th...

Users have the ability to replace a currently attached document with a different document.  This option would be used if there is a newer revision of the document or if the incorrect document was uploaded. To replace a Customer Document, you must f...