Editing a scanned document

Once you have scanned a document you can edit its properties 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 you wish to edit and click the Edit button.
  3. You can now edit the following
    • The assigned customer
    • The document type
    • Document notes
  4. Click OK to save and then Close to finish.

 

 

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