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.