Site Documents

To add a Site 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 hyperlink...

You can delete a document if you 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 confirmation ...

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 Site Document, you must fir...

To edit a Site 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 hyperlin...

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