Viewing and editing Required Documents

Required documents that are on file for the customer can be viewed by selecting  the document in the Required Documents List, and by pressing the Enter key or double clicking 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 select the document to be viewed or modified and use the Enter Key, or double click to activate the Image Detail Panel.  The Image Detail Panel displays the images record for the document and it can be used to view, print, update, or delete the current image record.


Modifying the list of Required Documents