Client Management SedonaDocs Customer Explorer Documents View Documents

Customer Explorer - View Document

If the User has permissions for Document access, the User will be able to open and view documents attached to a Customer, Site or System from the Customer Explorer.

1.  To View an attached Document, highlight the Documents option from the Customer tree.  In the Active Pane double-click on the document to be viewed.   The selected document will be displayed.

Note:  Most scanned and saved documents are saved in a pdf format.  If the User attempts to open a pdf formatted file and does not have software installed at their workstation to open files of this type, the User will not be able to view the document.