Client Management SedonaDocs Customer Explorer Documents

Documents - Customer Explorer

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.

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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  

Delete Existing Documents      View Existing Document