Client Management SedonaDocs Vendor Documents

Vendor Documents

Existing Documents and Scanned Documents may be attached to a Vendor record.  To add a document to a Vendor, follow the instructions below.

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

2.  Once the Vendor record is open, select the Documents tree option; right-click and select either Add Document or Scan Document.

3.  Depending on which option is selected, follow the link below for further instructions.

Add Existing Document    Scan New Document

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