Viewing Customer Documents

Ops users can now view documents stored against their account as and when required.

To view Customer Documents, such as contracts or a driving license, follow these steps:

1. Navigate to the Accounts Sub-module in the Customer Module.
2. Use the Search bar to locate the customer whose documents you want to view.
3. Click the Action button next to the customer name, and click View from the dropdown.
4. The Customer Details Page will open. Scroll down to the Documents Section to find the booking contract and customer documents.
5. Click the View (eye) icon next to the documents to view them.

The documents will appear in a new tab in your browser.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.