Documents

The Documents module contains a historical collection of all attached documents. The attachments have been added  by accessing the Documents section of the Customers or Contracts modules.

Creating or adding a new attachment

To add an attachment, click the green Plus sign button. In the Basic Information section,  be sure to include the customer name or contract number in the Title.  By doing so, the attachment can be easily located when searching for it in the Documents module. In the File Information section, click the gray Browse button; locate the file and click Open to upload it. Entering  a note in the Descpription section is optional. Last, click the green Save button.

Searching

Several search options are available within the Documents module. The options to search by are dictated by the current filter in use. Click the arrow next to IN to select an option. Then enter your data in the Search field and click the blue Search Now button. 

Deleting

To delete an attachment, locate it and check the corresponding box to the left of the item. Then click the orange Delete button.  Deleted attachments can be recovered from the Recycle Bin.