Lookup customer documents
When you click in the widget, the Customer Documents window is displayed. On this window, you can search the documents based on customer, type, and creation date range.
Note: By default, the value in the Customer field is populated from the Apply filters section of the workspace, if specified.
You can perform these actions from the grid:
- Filter the list of customer documents in the grid, using the Search field.
- Click the document name to view the selected document in a new tab.
- View and hide row filters using the option.
- Remove the filters using the option.
- Export the entire list of documents to an Excel sheet using the option.