Customer Documents

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 ...

You can delete a document if you have been granted the appropriate user permissions.  Use caution when deleting a document. Once you click the Delete button is clicked, the document is permanently deleted from the database. No warning or c...

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 can open the file. To download a Customer Document, you must first access the ...

To edit 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 hype...

You can replace a currently attached document with a different document. Do this if there is a newer revision of the document or if the incorrect document was uploaded. To replace a Customer Document, you must first access the customer record. ...