Account Profile Documents

 

Documents associated to an Account Profile displays within the Account Profile tab. These may include agreements, contact information, sales, and service listing, etc.

 

 

The documents are visible to all that can access the Account Profile tab.

 

The option to view the contents of the actual document is available through the right-click option of View Document.

 

 

Documents are added to a profile through the Documents tab within Account Profile tab. Refer to Account Profile Documents Setup for more information.