Viewing Customer Documents
To view Customer Documents such as contracts or Driving License, follow these steps:
- Login to the back office, navigate to the customer Module and choose a customer.
- Click the Take Action Button against the customer name, click 'View' from the dropdown.
- This action opens the Customer Details Page. Scroll down to the Activity section to find customer documents.
- Click on the eye icon against the documents to view them.
Article by Roshel Jose
Please note:
- 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.
- Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.