Viewing a scanned document

Once a document has been scanned you can pull it back up and refer to it at any time through the Customer Documents window.

  1. To access the Customer Documents window, find the customer in the Data Entry window and click the Documents button.
  2. Select the document and click the View button to open the View Document window.
  3. You will now be able to see the document. Enlarge it, rotate it or adjust size as necessary for viewing. You can also print the document from this page by clicking the Print button.
  4. Click OK to exit the View Document window, and then Close to finish.

 

 

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