Documents - Account

The Documents screen stores any documents that are associated to the account. From this screen, users can manually upload, view, and delete documents. Also, any emails sent using the Send Email workflow step can be viewed from this screen.

This screen contains a grid which displays all uploaded documents associated with an account. The following columns display information about the document:

Column Name

Description

File Name

Displays the name of the document that was uploaded to the screen.

Document Type

Displays the type of document uploaded to the screen.

Description

Displays the description of the document that was entered when uploaded to the screen.

If an Area is configured to display uploaded documents within the Workflow History screen, the value entered in this field displays in the Comments column within the Workflow History screen.

Account

Displays the account number associated with the document.

Uploaded By

Displays the First Name and Last Name of the user who uploaded the document.

Date Created

Displays the date the document was uploaded to the Lifecycle Management Suite.

Uploading Documents

To upload a document, click in the top of the screen. The Document Upload screen opens in a new window.

Within this window:

Click the Browse button to locate the desired document on the network or local drive. From the file explorer, select the desired document and click Open. The document path populates within the Select document to upload field.
In the Document Type field, click the drop-down arrow and select the document type.
In the Select an account field, click the drop-down arrow and select the account to be associated with the document.
In the Enter a description field, enter a free form description of the document.
Click to finalize the uploading process.
Click OK once the document has successfully uploaded.

Viewing Documents

To view a document:

Select the desired document from the documents grid, and click .
When prompted, click Open to view the document in a new window.

Deleting Documents

To delete a document:

Select the desired document from the documents grid, and click .
When prompted, click Yes to confirm the document deletion. Click No to retain the document.