Service Billing Operations > Customers > Customer Info > Documents tab
Use the Documents tab to upload and associate documents with a customer record.
Actions
New - 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 Kaseya Server.
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.
