Documents (Accounts)

Open to the module to manage document generation. DVU users must upload Jasper (jrxml) or Crystal Reports (rpt) files to enable document generation and printing.

Upload a file

1. Go to Home > Business Partners > Accounts.

2. Open an account (or create a new account).

3. Click Documents on the side menu. A new page displays.

To upload a file:

1. Select a row.

2. Click the upload.

3. Upload the file from the device.

4. Repeat the steps to add files.

5. Click Save Partner.