Client Management SedonaDocs Job Documents

Job Documents

Existing Documents and Scanned Documents may be attached to a Job record.  When documents are attached to a Job, they are stored as Site documents on the Customer Explorer.  To add a document to a job, follow the instructions below.

1.  Open the Job record where a document will be attached.

2.  Once the Job record is open, select the Tools toolbar, then select the Documents button on the Tools toolbar.  Positing your mouse in the white area to the right, right-click and select either the Add Existing Document or Scan New Document option.  Depending on which option is selected, follow the link below for further instructions.

Add Existing Document    Scan New Document

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