Using the Document Manager > Viewing Documents

Viewing Account Documents

To view documents associated with a specific account, select an option:

• In the Account List window:Select the account and select Documents from the Options section of the Express bar.

• In the Account window:Select Documents from the Options section of the Express bar.

• If Statement Archiving is selected in the billing statement system settings, the Billing Statement report is saved to each account included in the report and is displayed in the Documents for window.

The Documents for window is displayed.