Documents are image, text, PDF, or other types of files that are attached to customer, order, item, incident, and estimate records, to provide additional information. Documents can provide general information, such as material specifications and material safety data sheets, and be made available to all Web site users. Documents also can provide specific information, such as contractual requirements and shipping instructions, and be made available to individual customers. We attach documents to records as needed in our system. Registered business-to-business customers can also attach documents by uploading them on the Web site.
On the Documents page, all documents related to your records are listed. To see only documents that are specific to a particular record, open the Order Status, Product Details, Inventory, Service Incidents, or Estimates page and then click the Documents icon for the desired record. The Documents page is displayed, showing documents associated with your selected record.
Go to Help Topics
Related Topics