How can a document be attached to a customer's account?
Applies to
- Wise client
Answer
To attach a document to a customer's account, first upload the document file to the client by selecting Customers > Import data > Import customer document. In the resulting pop-up, use the scan or select option to import the file. Following successful import, attach the document to the relevant customer's account by entering the customer's barcode or searching for and selecting the customer's account.
Additional information
To see the document within the customer's account, first enter the Customer Administration screen for that patron by searching for and selecting the account in the client. Once in the customer's account, select Customer > Customer correspondence > Documents. All uploaded documents relevant to this customer will be listed in the resulting pop-up and are viewable by highlighting and selecting 'View file'.