Customer Documents

Updated July 08, 2021 15:16

Overview

Updated 07/08/2021

The Documents item of the Customer section is used to record documents pertinent to the customer.

Note: With the exception of ".exe" and ".dll," most document file types may be uploaded to Avionté Documents pages.

To add a document to the customer:

Select the type of document attaching to the customer by selecting it from the drop-down menu of the bottom-most cell of Type column.
: The options in this drop-down will be set by your site administrator.
Click the Upload button to search for the document to add to the customer.
Once the document has been uploaded, the file name will be displayed in the File Name column.
To display the document click the Open icon. This will open the document in a new window.
If email integration has been setup for Avionté the document can be emailed by clicking the Email icon.
Enter data regarding the document into the appropriate cell of the Note column.
Enter a date for the document to expire by selecting a date from the date picker in the appropriate cell of the Expiration Date column.
The cells in the Date Entered column will auto-populate the date the document was put into the system.
The cells in the Entered By column will auto-populate the name of the user who entered the document into the system.