Customer Documents

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Customer Documents

The documents tab allows you to add links to multiple documents associated with the customer. These could be business agreements, plans, pricing documents, plans, workflows any document that has been created and saved to an accessible location.




Use the [Add Document] to add any available document on your local or network (if you enter a local document, it will not be available to other users). The [Detach Document] button will detach the document from the customer list of documents, and it will not be remove the document physically from your storage device.


The [Open Document] button will open the document using the application associated with  documents extension. If the document extension is not associated with any application, the document will not be opened.


[Retrieve File] will open the document if linked to a cloud source; this can be used if the document cannot be viewed in the embedded document viewer.


[Scan new document] - Documents can also be added from a scanner document.


You can assign a brief description of the document, to make location easier, and the date entered can also be altered if you don't want to set it to the date the document was added.