Documents

Your post (letter pdf) and email correspondence that you send are stored against each customer, in the Documents screen.

Documents are sorted by:

• All documents 
• HMTL emails 
• Invoice Treatment 
• Invoice (the pdf invoice)
• External Document (letter pdf)
• Invoice Attachment

Document types can be added or removed - please log a support ticket.

To view the correspondence, click on the title. 

To download the correspondence, click on the download arrow.

To delete the correspondence, click on the rubbish bin icon.