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Ticket Design

Documents

The Documents form is used to add documents to the Ticket or to view previously attached documents.  Documents may be scanned in or you may attach a previously saved document to the Ticket.  If the Documents button is not displayed on the Ribbon, this indicates your company has not subscribed to SedonaDocs; this is an add-on feature.  If your company has subscribed to SedonaDocs but the Documents button is dimmed-out, this indicates the User has not been granted permissions to this form.

Each document attached to the Ticket contains a security access level; this is selected by the User when attaching the document.

Level 1 - No Restriction:  Users with access to level 1 documents may be able to open these documents.  If your company is using SedonaWeb (product which allows your customers access to their account via the web), customer's will be able to view all level 1 documents.

Level 2 - Customer Restricted:  Users with access to level 2 documents will be able to open all level 1 and 2 documents.  Customer's logging in with SedonaWeb will not be able to see level 2 documents.

Level 3 - Management Level:  Users with access to level 3 documents will be able to open all level 1, 2 and 3 documents.   These are the most restricted documents for management and executive staff.

FRM 25012

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