customer Documents

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This allows documents etc. to be linked to the currently selected customer.

 

Documents

 

Add Document - this will link a document to the currently selected customer

 

Remove Document - this will remove the link to the currently selected document .

 

View Document - this will allow the currently selected document to be viewed using its default viewer as specified by the windows file extension.

 

 

 

To add a new document select the path to the required document and give it a title so that it can be recognized in the grid.