Documents

Documents such as renewal notices can be associated with a customer. These documents can be viewed via the Documents tab. PDF, CSV, HTML, DOC and other document types are supported.

To view a document, click on the file name in the File column.

Note that:

• Documents must be added using the Documents option (refer to the Setup Manual).

• Only documents with file names that incorporate the subscriber’s ID display. For example if the document is set up with a subscription ID token in the file name, such as “renewals.pdf”, and the subscriber’s ID is 5100, the document “renewals5100.pdf” would display for the subscriber, if it existed.

• To initially display documents, click the Refresh Documents button.