Documents
The documents window in SAM customers module allows you to attach relevant information to a customers record, such as detailed design drawings or images. This feature supports any file format, making it easy to include all necessary documentation. By consolidating all pertinent documents within the job record, we enhance information sharing among team members, ensuring everyone has access to up-to-date documents. This simplifies communication, prevents misunderstandings, and provides a comprehensive reference for future reviews.
To add a new document, click on the import button, which will allow you to upload an image or document from your hard drive onto the system. The name of the uploaded file will be stored in the database along with any textual description that you’ve added in the descriptive note.
