Assigning E-Document Packages to Customers and Vendors
To assign e-document packages to customers and vendors, perform the following steps:
To assign e-document packages to customers:
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Go to Lists > Relationships > Customers.
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Select the customer from the list to assign an e–document package.
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Click the E–Document subtab and select an e–document package from the E–Document Package field.
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Click Save.
To assign e-document packages to vendors:
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Go to Lists > Relationships > Vendors.
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Select the vendor from the list to assign an e–document package.
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Click the E–Document subtab and select an e–document package from the E–Document Package field.
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Click Save.