Moha: Created page with "Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files. ..."

2011-05-28T11:20:45Z

Created page with "Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files. ..."

New page

Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files.

'''To add a document'''

1. In the '''Stored Documents''' tab, click '''New'''.

2. In the Stored Document Options window, click the box in the '''File Name''' field to browse for your file. (circled below)

[[File:StoredDocument.jpg]]

3. Type a description which will show on the Stored Documents tab.

4. Click '''OK'''.

'''To view a document in the Stored Documents tab'''

1. Select the document.

2. Click '''View'''.

Stored Documents tab - customers - Revision history

Moha: Created page with "Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files. ..."