Client Management SedonaDocs Ticket Documents
Existing Documents and Scanned Documents may be attached to a Service or Inspection Ticket. When documents are attached to a Service or Inspection Ticket, they are stored as System documents on the Customer Explorer. To add a document to a Service or Inspection Ticket, follow the instructions below.
1. Open the Service Ticket or Inspection Ticket where a document will be attached.
2. Once the Service Ticket is open, select the Documents button on the ribbon.
·If selecting the New option, continue by following the instructions for Adding General Documents steps 2 through 5.
Once the document has been uploaded, it will be displayed in the Ticket Documents list and in the System Documents folder within the Customer Explorer.
·If selecting the Scan option, continue by following the instructions for Scanning General Documents steps 2 through 6.
Once the document has been uploaded, it will be displayed in the Ticket Documents list and in the System Documents folder within the Customer Explorer.
FRM 3274