Advanced Enterprise Technologies, Inc.
Table of Contents

Manage Documents for Notes

You have the option to add a document to a note if you need to provide supplementary information.  Once the document has been added, you can view or change the document as needed, or add a note.

 

Please see general help topics on document management:

 

 

Access Documents Page

  1. Open the Notes module of the account that you plan to edit.
  2. Find the note within the list. Under the action menu, click Documents.

 

Add a Document

View Uploaded Documents

Edit Document Details

Remove a Document

View Document History

Add a Document

  1. From the Documents page, click Add Document. Alternatively, use the Quick Add feature or the drag-and-drop method to add documents. With these methods, the category and description will not be included. These can be edited once the document is added.
  2. Verify the Account, Owner, Module, and Category. Change information as needed.
  3. Click Browse to select a file from your computer.
  4. Type a Description of the file.
  5. Click Add Document. 
  6. Return to the home page using the breadcrumb at the top.

View Uploaded Documents

  1. Open the Documents page within the module.
  2. Click on the document name or thumbnail image to open a larger view of the file using the document viewer.  

    Alternatively, click the document's icon for a quick preview.

Edit Document Details

  1. Open the Documents page within the module.
  2. Find the document that you wish to edit in the list. Under the action menu, click Edit.
  3. Edit the fields as needed.
  4. Click Edit Document.
  5. Return to the home page using the breadcrumb at the top.

Remove a Document

  1. Open the Documents page within the module.
  2. Find the document in the list. Under the action menu, click Remove. 
  3. Type a Remove Comment to describe the reason for removal.
  4. Click Remove Document.
  5. Return to the home page using the breadcrumb at the top.

View Document History

Document history, including when the file was uploaded or edited, can be viewed using the Documents module.

  1. From the module icon, open the Documents module.
  2. Use Search to find the document. Under the action menu, click View History.
  3. For each change, click View Details.