Client Management – Documents & Attachments

The Client Management module is integrated into the Document Management system. Within the client record, you may look at all the documents and attachments that have been uploaded for this specific customer.  

Once in the Documents and Attachment section, you can open the document as well as view the type of document, date it was uploaded, keyword search tags, file name, and the security applied to the document.

client management document management system
client management docs and attachments

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AC repair technician using Business Manager 365 on a tablet