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Upload documents

Documents keep important files attached to MARC records.

Screenshot needed: Upload Document page

What this is for​

Use document upload for customer files, equipment files, service photos, signed reports, warranty papers, contract files, and inventory 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 information.
  5. Link it to the right record if the form provides linking fields.
  6. Click Upload Document.

Important notes​

Use a clear title so users can find the file later.

Common mistakes​

  • Uploading the file under the wrong customer or equipment.
  • Leaving the title unclear.
  • Uploading a draft file as final.