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