Add New Documents
| How do I get here? | Customers Menu ► Search ► Select Customer ► Documents tab ► Upload New Document *Documents can be added from Orders, Trouble Tickets and Products (Product Links menu) as well |
| Purpose | Documents are used throughout the system to store / view files that pertain to the customer, order, trouble ticket or product. This module provides an easy way to store documents such as LOAs, ACH authorization forms, Order forms, etc. |
| Security | Documents Module - Add rights |
| Taxing Impact | N/A |
| Commission Impact | N/A |
| Data Field Definitions | View Here |
Documents Grid
Add New Document - Click the Upload New Document button to upload a new Document. Use the Browse button to locate a file on the local disk. Once the form is complete, click the Upload Document button to finalize the document save. TBS currently supports the following file types:
- Office files (xls, doc, ppt, xlsx, docx, pptx)
- Text files (csv, txt, html, htm, xml)
- Viewer files (rtf, pdf)
- Audio Video files(wav)
