Customer Explorer Customer Tree Options & Activities Documents Documents Right Click Options
Customer Tree Options & Activities
Right-clicking on the Documents tree option will display a list of two options; Add Existing Document and Scan New Document. Documents attached using this menu option are considered Customer type Documents.
Add Existing Document – Selecting this option will open the Add Document form where the User will select an existing file to attach to the Site record. For more information on this process see SedonaDocs.
Scan New Document – Selecting this option will open the SedonaDocs scanner interface. For more information on this process see SedonaDocs.
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