Customer Documents

Home Page→ Contractors→ Clients→ Customer Documents

Overview

This interface helps you to see the full list of Customer documents and the main information about them.

With the help of filters, you can find the necessary entry quicker.

The report helps to export the information in a more convenient view to conduct the necessary analysis.

List description

Customer – the name of the contractor
Status – the customer’s condition
Customer office – the name of the customer’s company
Compliance – the additional field with notes about compliance
DOC. Type – the name of the document’s type
Name – the document title
No – the document’s number
Issued – the release date
Expiry – the expiration date of the document
Days Left – the difference between the expired date and the current date
Country –the issue country
F – the icon of clip
is shown in case of attachments in document
SLX ID – the external ID

Manuals

How to add entries to the Customer Documents interface

Select any customer, using the double click
Go to the Documents tab and create any document with the necessary type

How to find all document types with contractors that relates to them

You can find names of the documents and the contractor types that relates to them in the System Settings > CONTRACTORS/CRM > Document Types or clicking the TYPES button

Sorting and filtering

Click the Filters button to make the filtration

You have an opportunity to make the filtration by:
Documents Types, Date type, Customer, Office, Doc. Office selectors
From date, To date, NO. input fields

Reports

You have an opportunity to export the information in a more convenient view to conduct the necessary analysis. Click the Reports button and select the Export Documents report. You can get the information in PDF or XLS formats.

All columns from the interface will be shown in these reports.