Customer Explorer Documents

Existing Documents and Scanned Documents may be attached to a Customer, Site or System record from the Customer Explorer. The process is the same for attaching, editing or deleting documents in any area of the Customer Explorer.  Below is a screen s...

Follow the steps below to add one or more existing documents to a Customer, Site or System Document folder.  The right-click Document functions shown on Customer Documents are the same for Site and System Documents.  The process described below appl...

Follow the steps below to scan a document to a Customer, Site or System Documents list.  The right-click Document functions shown on Customer Documents are the same for Site and System Documents.  The process described below applies to scanning Docu...

If the User has General Document Edit permissions, the User will be able to make changes to the Description, Security Level and Document Type information for an attached document.  Follow the steps below to edit existing documents located in the Doc...

If the User has General Document Delete permissions, the User will be able to permanently remove an attached document.  Follow the steps below to delete an existing documents located in the Documents list of the Customer Explorer. 1.  To Delete an e...

If the User has permissions for Document access, the User will be able to open and view documents attached to a Customer, Site or System from the Customer Explorer. 1.  To View an attached Document, highlight the Documents option from the Customer t...