Forum Discussion

Lesley70's avatar
Lesley70
Member
3 years ago
Solved

How to view Documents saved in Card File Attached to customers

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

  • Melisa_D's avatar
    Melisa_D
    3 years ago

    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. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 years ago

    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. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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