- Contents
Print a Document
Use the Documentation panel to print a document that's associated to an account.
To print a document
-
With an account displayed in the Work Form, do one of the following:
-
Click the View Scanned Images or Documents icon.
-
From the Info menu, click Documentation.
-
At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Documentation.
The Documentation panel appears.
Note: To sort the list of documents, click a column heading.
-
In the data grid, click the document and in the Documentation toolbar, click Print. The document is output to your default printer.