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Customer - Customer Info - Documents tab

Service Billing > Customers > Customer Info > Documents tab

Use the Documents tab to upload and associate documents with a customer record.

Actions

  • Add - Uploads a document and associates it with a customer record.
  • Edit - Edits the properties of a document.
  • Delete - Deletes a document from Service Billing.
  • Remove - Removes the association between a document and a customer.

Adding / Editing a Document

  • Name - The Service Billing name for the document.
  • Upload File - Browse to select and upload the file to the KServer.
  • Description - The Service Billing description for the document.
  • Document Type
    • Basic Document - Any type of document.
    • Agreement - Any type of document.
    • Master Service Agreement - The master service agreement between the customer or vendor and service provider. A link to the master service agreement displays in the General tab of the Customer record.
  • Associate with
    • Customer - The customer associated with this document.
    • Vendor - The vendor associated with this document.

    Note: A document can only be associated with a maximum of one customer record and one vendor record.