Documents Tab

The Documents tab displays all documents uploaded to the customer.  

Show Deleted Documents

Clicking on the toggle button labeled Show Deleted Documents, displays all documents that users have deleted. When deleting a document, it is not permanently removed from the database, just inactivated.

Add Document Button

Clicking the Add Document button opens a form for selecting one or more documents to attach to the customer.

Replace Button

Clicking the Replace button opens a form to select a file to replace the current document. This option is typically used if there is a newer revision of the document or if the incorrect document was uploaded.

Download Button

Clicking the Download button opens the document for viewing.

Delete Button

Clicking the Delete button makes the document inactive.

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