Customer Documents

Accessing the Customer Documents Page

Navigate to the Contractors section and under the Clients Section click the “Customer Documents” Button.

Overview

This interface provides a centralized view of all customer-related documents, along with key information. Filtering options help you locate specific entries quickly, and reports allow data export in a more manageable format for analysis.

Document List Description

Each entry in the document list includes:

• Customer: Contractor's name

• Status: Customer’s status or condition

• Customer Office: Name of the customer’s company

• Compliance: Notes about customer compliance

• DOC. Type: Type of document

• Name: Document title

• No: Document number

• Issued: Document release date

• Expiry: Document expiration date

• Days Left: Number of days left until expiration

• Country: Country of document issue

• F (Attachment Icon): Indicates if there’s an attachment for the document

• SLX ID: External system ID for cross-referencing

User Guide

Adding Entries

1. Double-click on any customer in the list.

2. Navigate to the Documents tab and create a document with the desired type.

Finding Document Types by Contractor

1. Go to System Settings > CONTRACTORS/CRM > Document Types or click the TYPES button.

2. This will display all document types associated with different contractor types.

Sorting and Filtering

To refine your document view:

1. Click the Filters button.

2. Filter by Document Types, Date Type, Customer, Office, and Doc. Office selectors.

3. Use From Date, To Date, and No. input fields for specific date or document number filtering.

Generating Reports

For exporting data:

1. Click the Reports button and select Export Documents Report.

2. Choose between PDF or XLS formats. The report will include all columns from the interface, providing a complete view of the data for analysis.