How to view Documents saved in Card File Attached to customers

Question

I have attached credit applications into the customers card file. Can I view them without going into each file?

Melisa_D · Accepted Answer

Hi @Lesley70,

Thanks for your post. To view documents attached to a card file you would need to go into the customers card file and select the attachments option.

Do let us know if you have any further questions.

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