Viewing Customer Documents

To view Customer Documents such as contracts or Driving License, follow these steps:

1. Login to the back office, navigate to the customer Module and choose a customer.

2. Click the Take Action Button against the customer name, click 'View' from the dropdown.

3. This action opens the Customer Details Page. Scroll down to the Activity section to find customer documents.

4. Click on the eye icon against the documents to view them.

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.