Documents

To get to the Customer Request Profile, do the following:

1. Find or add a Request: You can search for a specific Request using Find Request or Query Request. You can list all requests using List Request. Or you can add a request using Add Request.
2. Click on your desired Request. The Request Profile opens.

Documents Overview

A document can be any file that you upload as supporting information for the customer request.

Example: You can upload Word documents and images.

This topic covers adding a document, editing a document, and opening or viewing a document

Adding a Document

There are two ways to add a customer request document:

1. Add the document while you are creating the customer request. See Adding Requests.
2. Add the document from the Customer Request Profile.

Adding a Document from the Customer Request Profile

1. From the Customer Request Profile, go to the tabs a the bottom of the page and click the More tab. A fly-out menu displays next tab choice.
2. Click Supporting info on the fly-out menu. The Supporting Info tab displays.
3. Click the Add button on the documents child form. The Add - Request Document window opens.
4. Add your document. Enter the document file name or click the Browse... button. Alternatively, enter a url for the document.
5. Enter a document code. The code can be letters, numbers, or a combination.
6. Enter a document summary. This is Optional.
7. Enter a document description.
8. Select a method for sending the document to the customer under the Send Document Via section. This is optional. Choose one, two, three, or all of the following:

• e-mail?
• fax?
• web link?
• mail?

Viewing a Document

To view a customer request document use the following steps:

1. From the Customer Request Profile, go to the tabs a the bottom of the page and click the More tab. A fly-out menu displays next tab choice.
2. Click Supporting info on the fly-out menu. The Supporting Info tab displays.
3. Click the arrow button to expand the child form. A list of documents displays.
4. Click the Document # hyperlink to open the document in a new browser tab.

Editing a Document

1. From the Customer Request Profile, go to the tabs a the bottom of the page and click the More tab. A fly-out menu displays next tab choice.
2. Click Supporting info on the fly-out menu. The Supporting Info tab displays.
3. Click the Arrow icon to expand the child form. A list of documents displays.
4. Click the Editicon beside the document you want to edit. The Edit - Request Document window opens.
5. Edit the fields you want to change.
6. Edit your document. Enter the new document file name or click the Browse... button. Alternatively, enter a url for the document. When you click save the new document overwrites the old document.
7. Edit the document code. The code can be letters, numbers, or a combination.
8. Edit the document summary. This is Optional.
9. Edit the document description.
10. Select a new method for sending the document to the customer under the Send Document Via section. This is optional. Choose one, two, three, or all of the following:
    • e-mail?
    • fax?
    • web link?
    • mail?