To edit a System Document, 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 the Sites/Systems tab, and then in the Site Number column, click the hyperlink of the Site to which the System is linked for which you want to add a document.
The Site record opens. Click the Systems tab.
A list of Systems attached to the Site is listed in the grid area. In the System Number column, click the hyperlink of the System for which you want to add a document.
The System record opens. Click the Documents tab. Within the grid area, locate the document to be edited, and then double-click the document record.
The document edit form opens. You can edit the File Name and the Document Type fields. Make the necessary changes and then click the Save button.
