Difference between revisions of "Documents Management"

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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Documents can be stored base on job, servicer, and equipment.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Choose File button to select a file for upload.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select the View option in the results grid to download the document.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the results grid to remove the document.
 
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SourceName|Source Name]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#DocumentDescription|Description]]
 
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Latest revision as of 11:35, 21 July 2023

DocMgnt ccexpress.png
Documents can be stored base on job, servicer, and equipment.
• Click the Choose File button to select a file for upload.
• Select the View option in the results grid to download the document.
• Click the Remove option in the results grid to remove the document.
Fields
Source Name
Description