Documents

Documents can be viewed or managed by selecting the Documents option from the versaSpinner Icon, under the Manage Tab.

This will display the Manage Documents screen where documents can be opened and added to the folder structure.

Documents can be added to Case Updates as attachments by selecting the Attachment button and then clicking the Documents Library tab.

Documents can also be added to versaCRM records that will allow them to be viewed via the contacts SRSConnect Portal. This can be done by editing a versaCRM contact record and selecting the Documents tab and uploading the documents here.

Once document have been uploaded to a contacts versaCRM record then it will be available under the My Documents tab in SRSConnect.