Customer Document Support allows users to upload files from the customer level rather than the invoice level. Users can access the document by navigating to the "Documents" tab for the account, or by selecting the "folder" icon on the "Account Detail" page. The following process can be used for customer documents (External and Internal). The option can be changed by navigating to the "Documents" window located on the Site Options page.

Uploading Customer Documents

External

External customer documents are customer facing and allows the customers to access the documents via the Customer Portal.

Internal

Files that are uploaded internally are only available to users. Customers cannot access the internal files via the Customer Portal.

Naming Conventions

Best Practice for Customer documents is to have the file name named after the CustID. This ensures that the document files to the correct customer account.

These documents can be brought in the same way as the invoice documents. Click here for more information on the types of document support and naming tags Process

For any document supports, users will need to mark the customer documents for re-upload. This can be done by navigating to the "Logs" page.

• In the logs page, select the Customer Documents tab.

• From there, users can select how the invoices are to be uploaded (External or Internal).

• Select the account that will be updated and select the "Queue Selected PDF's to Upload".

This will not remove any documents that have been already uploaded.