Client Management SedonaDocs Customer Explorer Documents
Customer Explorer Documents Overview
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 shot of a Customer Explorer record showing where documents may be attached or located for viewing.
Note: Documents may not be attached from the Job Documents folder; these documents are attached to a particular Job. The document(s) may be opened for viewing. Job documents are attached from a Job record.
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Follow the links below for SedonaDocs instructions for the Customer Explorer.
Add an Existing Document Scan New Document Edit Existing Documents