This feature is available for only registered business-to-business customers.
If you access the Documents page by clicking the Documents icon for a record on the Order Status, Product Details, Inventory, Service Incidents, or Estimates page, then the document you upload will be automatically associated with that record in our system. If you access the Documents page by clicking the Documents link on the Activity menu, then the document you upload will be automatically associated with your customer record in our system.
To upload a document:
Click New Document. The Document Upload form is displayed.
Specify this information:
Document Name: Specify the name of the document (file) that is to be uploaded.
Description: Give a brief description of the document (file).
Document Type: Select a document type. The types are created by the Web site administrator.
Revision: Specify the version of the document (file).
Upload Site: This field indicates the site to which the document will be uploaded, if applicable.
Start Date: Select the earliest date that the uploaded document can be accessed on the Web site.
End Date: Select the latest date that the uploaded document can be accessed on the Web site.
Click Document Upload. A form opens for finding and uploading the file. When you click Open on this form, the document is uploaded with a status of Pending. We are automatically notified that the document has been sent to us. We will review the document and set it to Approved if it should be accessible and viewable during the effective period for authorized users of your customer account.
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