Upload customer or equipment documents

Documents keep files connected to the right customer, equipment, service, warranty, contract, or general record.

Screenshot needed: Upload Document page

What this is for

Upload installation papers, warranty files, service photos, signed reports, purchase documents, or other operational files.

Who uses it

Office admins, service engineers, sales engineers, and document users with upload permission.

Steps

1. Open Documents.
2. Click Upload Document.
3. Select the file.
4. Enter title and document details.
5. Link it to the correct customer, equipment, ticket, warranty, contract, or module if the form allows it.
6. Click Upload Document.

Important notes

Files are stored as retained records. If a document changes, upload a new version instead of replacing history outside MARC.

Common mistakes

• Uploading a file without linking it to the right record.
• Using unclear file names.
• Uploading customer-private documents under a general category.