Adding a Required Document

A missing required document can be added for the current customer by selecting the document in the Required Documents List, and by pressing the Enter key or doubleclicking the document description. 

This action activates the Images Lookup program and it loads the program with any images that are present for the selected customer and document combination.  The list will be empty if you are adding the document for the first time.  Once the Images Lookup is displayed, you may use the Insert Key or button to display the Image Detail Panel.  The Image Detail panel can be used to add the document image or file for the customer, or to view or print existing documents.


Viewing and editing Required Documents