Lookup customer documents

When you click this option, the Customer Documents window is displayed wherein you can search documents based on customer, type, and creation date range.

You can perform these actions in the Documents grid:

• Filter the data in the grid using the search field.
• Click the document name to view the selected document in a new tab.
• Use the Show filter row option to view and hide row filters.
• Use the Clear filter option to remove the filters.
• Use the Export to Excel option to export the entire list of documents to an Excel sheet.